We have over 75 years of combined experience in the key areas of accountancy, financial services, real estate and property investment.
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We source unique debt and equity investment opportunities, plus tax free IFISA options.
We carry out exhaustive due diligence prior to introducing opportunities to investors.
Access a range of unique equity and debt investment opportunities.
With debt investment, you loan money towards the funding of a project or business in exchange for a fixed income payment for an established period of time. This is invariably secured via debentures over assets of that firm.
The UK Government introduced the Innovative Finance ISA on 6th April 2016. The “IFISA” allows individuals to use some (or all) of their annual ISA investment allowance to lend funds through crowdfunded bonds, while receiving tax-free interest and capital gains.
If you fall into one of the categories below, then yes.
You have made more than one investment in an unlisted company; are working or have worked in a professional capacity in the private equity sector or are currently a director of a company with an annual turnover of at least £1 million.
You have an annual income to the value of £100,000 or more or net assets to the value of £250,000 or more (exemptions exist).
In the twelve months preceding, you have not invested more than 10% of your net assets in unlisted shares or unlisted debt securities; and you undertake that in the twelve months following you will not invest more than 10% of your net assets in unlisted shares or unlisted debt securities. Net assets for these purposes do not include: (a) the property which is your primary residence or any money raised through a loan secured on that property; (b) any rights under a qualifying contract of insurance; or (c) any benefits (in the form of pensions or otherwise) which are payable on the termination of your service or on your death or retirement and to which you (or your dependants are), or may be entitled.