Member Directory

Thompson Taraz is a leading UK fund services group, incorporating depositary services, third party fund management, investment structuring, operator services, custody, administration and security trustee services.

Thompson Taraz Depositary Limited is a full scope independent UK depositary regulated by the FCA and is the leading provider of services to EIS funds as well as property, private equity, debt, renewable and venture funds.

Thompson Taraz is also an established provider of administration and accounting services to closed ended UK AIFs. These services are informed by Thompson Taraz’s work as a regulated operator and Manager of UK funds for more than a decade. We provide a ‘hosted’ AIF Manager solution to AIFs, allowing experts to focus on their areas of expertise and be assured that everything else is taken care of reliably, rigorously and professionally.

We bring to the role a depth of understanding of professional standards, complex systems, quality controls and compliance processes, and deliver a service which is of value to a range of UK-based funds and their managers.

TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it with more than £500 million of assets under management. What stands us apart in our market is our focus on seeking consistent stable returns for our investors, which we deliver through a defensive investment strategy. The TIME senior team has been involved in the management of Enterprise Investment Schemes since 2001 and was one of the original members of the EISA.

The specialist investment team at TIME, who combined have more than 200 years of experience, concentrate on identifying investments which are primarily asset backed, with strong risk management and a focus on capital preservation. The team has established a rigorous review process for potential investment opportunities, as well as a network of third party professionals on which it can call on for independent comment and insight.

Triple Point is an independent investment management partnership founded in 2004 with expertise in asset and project finance, private equity, portfolio management and structuring.
In addition to seeking risk adjusted returns for investors, a strong emphasis is placed on liquidity. Funds are typically raised from private investors and may be held in a number of tax advantaged vehicles including Venture Capital Trusts (VCTs) and investments qualifying under the Enterprise Investment Scheme (EIS). Many also qualify for Inheritance Tax Business Property Relief.
All of Triple Point’s investment products engage our track record in sourcing, executing and exiting investments for clients. Our strong reputation in this field ensures a productive pipeline of attractive opportunities.

Vala is an investment advisory business founded by a team of serial, multi-exited entrepreneurs that over a 30+ year period has invested in more than 70 companies and generated an aggregate track record of 3.5x with an average hold period of 4.5 years.

Vala’s mission is to back, build and embolden start-ups that can have an impact in their markets and on society, supporting them on their sustainability journey at the same time.  It believes that companies that focus on operating and trading more sustainably will be more robust and valuable that those that don’t.

Vala aims to put capital to work where it’s needed most: mentoring founders, optimising products, creating go-to market strategies, and bringing together outstanding teams. A key part of the philosophy is the desire for the portfolio companies to become more sustainable, no matter what their sector.

Vala has two principle EIS strategies, focussed on venture building and impact, building diversified portfolios of 8-12 companies. It targets a fund-level return of 2.5x (excluding the tax benefits), over a 6-8 year period.

Validaid is a two-sided platform that aligns vetted impact organisations with impact investors, allowing for tax-efficient transactions and reports on the impact being made.

Acting like a crowdfunding platform for purpose, Validaid brings collaborative funders together for a common goal or purpose, the platform currently lists and vets the work of almost 2M non-profits and social enterprises and integrates with donor-advised funds, financial services and company CRM software.

Validaid brings a mix of local and international blended finance from donors, foundations, donor-advised funds (DAF), employers/employees and individuals who wish to support organisations making a difference to society, in particular relating to the sustainable development goals (SDG).

SERVICES INCLUDE:

Vetted non-profit & social enterprise portal tagged to SDGs.
Tax-efficient lending, investments and donations.
API-integrated Risk Analysis.
Increased international transaction efficiency.
Enriched customer experience.
Impact reporting.
Better data-driven decision making.
Improve Environmental, Social & Governance Performance.
Strengthened security.

Founded in 2015, Velocity looks to invest in high capital appreciation digital distribution business providing value beyond the provision of capital. For the businesses that the fund looks to invest in, there is a point in time when marketing becomes their largest expense. Getting it right can be transformational for these businesses, whilst getting it wrong can be a very costly mistake. Through the significant experience of the founders of Velocity, support in and around marketing provides a cornerstone of value-add provided to investee companies, although it is by no means limited to this. Each potential fund investment goes through a rigorous six-stage selection process, which includes an assessment of market need, given that there being insufficient market need for a particular product or service is, according to CBInsights, the second most common reason why businesses fail. Velocity has a multidisciplinary team with a balance between those with entrepreneurial experience (having started, scaled and exited businesses) and professional experience including fund management, accountancy and law. Our view is that the breadth of team experience enables us to provide holistic support to the businesses we invest in, providing them with an unfair advantage and thereby a greater likelihood of success.

Wiggin LLP is a full service media law firm specialising in music, film, TV, broadcast, digital media, sport, betting and gaming, technology and publishing. The firm works with a variety of media clients, from leading industry names to innovative start-ups and entrepreneurs. Wiggin LLP has considerable expertise in setting up EIS schemes acting for both investors and the EIS company. Licensing of intellectual property where the value has been created by the company is expressly allowed under the EIS, thereby enabling companies in the media sector such as TV and film production to qualify. Our advice ranges from obtaining HMRC pre-clearance to structuring the arrangements (including all necessary documentation) and establishing EIS Funds – whether HMRC approved or not (including all regulatory aspects). Sue Crawford is a partner and head of the Tax group. Internationally-recognised as a leader in corporate tax, Sue has particular expertise in the tax issues confronting the film, media, leisure and gaming industries including inward/outward investment to/from the UK.

Wilson Wright is a dynamic, central London firm of accountancy professionals who act for a diverse range of UK and international clients drawn from a plethora of professions and industries. We have 8 partners and over 65 members of staff. We believe our success is due to our client relationships, excellent service and strong partnership network.

Emma Brown heads up the Tax Advisory team at Wilson Wright and has vast expertise in the SEIS and EIS space, helping both start up and mature business achieve EIS qualifying status. We help businesses structure their affairs in an S/EIS friendly manner and continue to support them through their 3 year qualifying period and beyond.

Woodside is a leading administrator of EIS funds offering receiving agent, custodial, nominee and fund administration services to fund managers and EIS promoters and currently has over £800m of assets under administration. Woodside also offers similar services to a wide range of clients including VCTs, crowdfunding platforms, IHT products and ISA managers.

Through the extended group Woodside can also offer registrar, company secretarial, accounting and tax services, and provides an efficient EIS administration service, submitting EIS1/SEIS1 applications and issuing EIS3/SEIS3 forms to investors. The wide range of services allow solutions to be tailored to clients’ specific and variable requirements.

Woodside Corporate Services Limited is authorised and regulated by the Financial Conduct Authority and is part of the global Tricor Group which provides outsourced expertise in corporate, business and investor services, enabling clients to concentrate on what they do best – building their business.