Revealed: Winners of the Tax Efficiency Awards 2019/20
Awards for TIME Investments and Parkwalk
Investment Week is pleased to announce the winners of the Tax Efficiency Awards 2019/20 following a ceremony on the 29 November at One Moorgate Place in London.
The landscape of a changing pensions regime and continued restrictions in buy-to-let, plus increasing interest in early-stage investing mean that interest in the tax-efficient sector, both at an industry and investor level, has never been so high.
The awards are designed to recognise the most successful and forward-thinking providers in the areas of VCTs, EIS and BPR/IHT and, alongside performance criteria, acknowledge the degree to which each provider helped promote a greater understanding of the sector and its benefits with investors and, crucially, advisers.
The winners in full
Best AIM IHT Portfolio Service - DFM provider
Winner: Hawksmoor Investment Management
Highly commended: Alpha Portfolio Management
Best AIM IHT Portfolio Service - Tax-efficient and Estate Planning Specialist
Winner: TIME Investments
Best Aim-Based - VCT
Winner: Unicorn Asset Management
Second winner: Amati Global Investors
Best Generalist - EIS
Winner: Parkwalk
Best Generalist - VCT
Winner: Albion Capital
Best IHT Portfolio Service
Winner: TIME Investments
Highly commended: Triple Point Investment Management
Best Investment Platform
Winner: GrowthInvest
Best New Entrant
Winner: Praetura Ventures
Best Single Sector
Winner: Mercia Asset Management
Education Initiative of the Year
Joint winners: Hardman & Co and Stellar Asset Management
Exit of the Year
Winner: Parkwalk
Tax-Efficient Group of the Year
Winner: TIME Investments
Highly commended: Puma Investments
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