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The Blackfinch Media Enterprise Investment Schemes (EIS) and Seed EIS (SEIS) offer investors a variety of government backed tax reliefs to help reduce their tax burden. Blackfinch provide investments that deliver predictability and have a focus on capital preservation balanced with growth. Our EIS and SEIS portfolios continue this strategy, to offer compelling investment opportunities that combine a capital preservation focus whilst also taking advantage of the valuable tax reliefs available. CALL 01684 571 255 OR VISIT WWW.BLACKFINCH.COM
Investment Spotlight A BIRD’S EYE VIEW OF BLACKFINCH INVESTMENTS Neil Martin talks to Blackfinch Investments’ Chief Executive Richard Cook about EIS investment opportunities, education and that inevitable Brexit question Those who know their natural history will know the relevance of the black finch and why this particular EIS specialist is so called: the black finch found fame after Charles Darwin studied the bird and his findings became the basis of his ‘survival of the fittest’ theory. Malvern-based Blackfinch was conceptualised on the birth date of Darwin and the firm is a keen believer of the evolutionary theory that, according to Blackfinch Chief Executive Richard Cook, reflects the company’s ability to adapt to changes in the markets. Blackfinch currently has two EIS portfolios available to clients that benefit from asset-backing and solid income streams, while targeting capital preservation and growth. The Blackfinch Media EIS Portfolio focuses on music publishing and television distribution. The music publishing companies own music copyrights for a portfolio of music scores for films and television programmes. The television distribution companies sell the broadcast rights for television programmes on behalf of producers and derive income from the sale of those programmes to international broadcasters who license those rights. Second is the Blackfinch Asset Focused EIS Portfolio which offers investors the opportunity to benefit from the firm’s understanding of both residential and commercial asset-backed construction. Blackfinch Asset Focused EIS constructs residential housing in areas of high demand across the UK along with commercial construction of crematoriums, retirement villages, nursing homes and student accommodation. Educating clients As to how advisers can educate their clients about the investment opportunities in EIS, Cook said: “It is of primary importance that the client is assured that any EIS chosen has been given approval, known as advance assurance, by HMRC. This ensures that the investee company shares qualify for the tax reliefs available. “Advisers should also educate clients to understand the balance between the investment risk taken, the growth opportunities, as well as the tax reliefs available. In addition, the adviser should make the client aware of how those risks are being mitigated by the provider of the EIS and to ensure that the mitigation being undertaken is within allowable parameters in accordance with HMRC rules. “Advisers should encourage investment into EIS for appropriate clients as part of a diversified portfolio and be able to explain fully where the clients’ money is being invested.” Educating clients in difficult market conditions, such as post-Brexit, can be a challenge but Cook is upbeat about the prospects for EIS. “We are optimistic that the current demand for EIS will continue into the long-term. With the decrease in EU subsidies there will be a requirement to continue to support the growth and development of smaller companies in the UK economy. It may very well be the case that the tax incentives will become even more attractive to encourage wider investment but we feel that there will be more emphasis on EIS assets providing real growth and development in order to support the UK economy.” The ‘survival of the fittest’ theory is not the worst philosophy for an EIS firm and Cook will no doubt be hoping his firm will be part of the investment evolutionary process for some time to come. EIS Yearbook 2016/17 39
Page 1 and 2: FOR PROFESSIONAL INVESTMENT ADVISER
Page 3 and 4: CONTENTS CHAPTER • 1 Foreword Mar
Page 5 and 6: The Blackfinch Asset Focused EIS Po
Page 7 and 8: LOOKING BEYOND BREXIT Welcome to EI
Page 9 and 10: THOUGHT LEADERSHIP
Page 11 and 12: Thought Leadership The summer of 20
Page 13 and 14: Thought Leadership Let’s not be s
Page 15 and 16: Thought Leadership In fact, much of
Page 17 and 18: Thought Leadership RISK EQUALS REWA
Page 19 and 20: Thought Leadership budget and appet
Page 21 and 22: Thought Leadership to see taxes for
Page 23 and 24: Full service creative agency As spe
Page 25 and 26: Thought Leadership The more you kno
Page 27 and 28: Thought Leadership investing larger
Page 29 and 30: Thought Leadership Start-ups are us
Page 31 and 32: Thought Leadership Considerations f
Page 33 and 34: Thought Leadership crowdfunding pla
Page 35 and 36: Thought Leadership A valuable addit
Page 37: INVESTMENT SPOTLIGHT
Page 41: Investment Spotlight ACTION! UK FIL
Page 44 and 45: Make It Your Business Toil. Hard gr
Page 46 and 47: Helping you support your clients’
Page 49 and 50: Investment Spotlight INVESTING IN T
Page 51 and 52: Investment Spotlight THE INSIDE TRA
Page 53 and 54: Investment Spotlight DISRUPTING THE
Page 55 and 56: Investment Spotlight DIVERSIFICATIO
Page 57 and 58: Investment Spotlight GROWING THROUG
Page 59 and 60: ENHANCED PROFILES
Page 61 and 62: Enhanced Profiles USPs • Reputati
Page 63 and 64: Enhanced Profiles USPs • Over 20
Page 65 and 66: Enhanced Profiles USPs • Two spec
Page 67 and 68: Enhanced Profiles INVESTMENT STRATE
Page 69 and 70: Enhanced Profiles USPs • A ‘com
Page 71 and 72: Enhanced Profiles USPs • Sector e
Page 73 and 74: Enhanced Profiles USPs • Hands-on
Page 75 and 76: Directory ACCELERIS CAPITAL Norman
Page 77 and 78: Directory DAEDALUS PARTNERS LLP Gav
Page 79 and 80: Directory JOULE ASSETS EUROPE Jessi
Page 81 and 82: Directory SENECA Jack Rose, LGBR Ca
Page 83 and 84: INFORMATION MEMORANDUM For further
Page 85 and 86: Open Offers EIS Open December 2015
Page 87 and 88: Open Offers Open 05/09/2016 Minimum
Page 89 and 90:
Open Offers EIS Open 06/09/2016 Clo
Page 91 and 92:
Open Offers SEIS Open 17/01/2014 Cl
Page 93 and 94:
Open Offers IHT Open October 2014 C
Page 96:
IFAMAGAZINE.COM EISMAGAZINE.COM FAN
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