Q1 2022: VCT & IHT Planning

Thursday 20th January 2022

  • 09:00AM - 09:45AM: Pembroke VCT

    Speakers:

    Pembroke is a venture capital trust with a difference. Finding exceptional, innovative founders and using their extensive network and experience to grow the brands of tomorrow. The VCT focuses on growth stage companies in the design, education, food, beverage & hospitality, wellness, digital services and media sectors. The session will be an opportunity to hear about the current £40 million offer of B Ordinary Shares for subscription in the 2021/22 & 2022/23 tax years, with a £20 million over-allotment facility available. 

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  • 09:50AM - 10:35AM: Maven VCT

    Speakers: Ewan MacKinnon  (Maven Capital Partners)
    Maven Capital Partners

    Maven is a leading private equity and property manager. Formed in 2009, Maven are regional investors with a range of generalist VCTs that each aim to provide an attractive level of tax-free income and capital appreciation, from a highly diversified private equity portfolio invested across a range of sectors and throughout the UK regions.  The session will be an opportunity to hear about Maven VCT's joint offers. 

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  • 10:40AM - 11:25AM: Unicorn AIM IHT & ISA Portfolio

    Speakers: Alex Game  (Unicorn Asset Management)
    Unicorn Asset Management

    Unicorn specialise in the Alternative Investment Market, otherwise known as the ‘world’s most successful growth market’. The AIM IHT and ISA Portfolio Service aims to invest in 25-40 Business Relief qualifying stocks via an Income or Growth option. Discover Unicorn’s investment process and the portfolio’s underlying holdings that operate across a range of sectors. This solution is the first AIM focused IHT service offering a socially responsible option in the Business Relief Market, launched in March 2021.

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  • 11:30AM - 12:15PM: Unicorn AIM VCT

    Speakers: Chris Hutchinson  (Unicorn Asset Management)
    Unicorn Asset Management

    Unicorn has recently announced their intention to launch the VCT offer for subscription to raise up to a further £25 million, through the issue of new ordinary shares. Manager of the VCT Chris Hutchinson will give an overview of the fund's strategy, investing predominantly in the shares of AIM quoted companies, by maintaining a steady flow of dividend distributions to Shareholders from the income as well as capital gains generated by the portfolio. Many of the companies in the VCT are well-established.

Q1 2022: VCT & IHT Planning

To kick off 2022, Unique Manager Showcase is hosting webinar sessions with 4 back to back VCT and IHT Manager pitches, giving delegates the opportunity to hear from interesting Tax managers you won't find elsewhere.

The event is showcasing 1 IHT and 3 VCT solutions for your clients. 

As usual with Unique Manager Showcase, advisers will be able to pick and choose from a range of sessions throughout the morning. Please visit the agenda to read a breakdown of each session and register your attendance.

Discover the Speakers

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Chris Hutchinson , Director & Senior Fund Manager

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Ewan MacKinnon , Partner

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Alex Game , Fund Manager & ESG Officer

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Information

Information
The event will be hosted on Zoom and attendees will be contacted the day prior to the event with login details.

The first session starts at 9:00 am and the event will end at 12:15 pm

All videos and presentations will be distributed after the call. For any further information on the event please contact us at events@uniquemanagershowcase.co.uk.