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Oxford Capital and our portfolio companies

BrexIHT – IHT will remain key, even in Brexit.

By Oxford Capital September 11, 2018

According to the Office of Budget Responsibility, IHT receipts are projected to increase to £6.4billion by 2022/23 despite the introduction of the Residence Nil Rate band. According to the Resolution Foundation, the current IHT regime should be scrapped entirely. But the likelihood of such a major reform while we remain in a state of Brexit…...

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How David is helping Goliath (a tech rewrite)

By Oxford Capital September 4, 2018

The increasing value of small and early stage tech companies to larger firms’ growth ambitions. When it comes to venture capital and EIS investing, the real measure of success comes at exit. That’s when investors and investment managers find out just how much value they have generated with their growth and development strategies. Exit value…...

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UK Innovation Trumps US

By Oxford Capital September 3, 2018

Every year, the Global Innovation Index ranks the innovation performance of nearly 130 economies around the world. The index, a collaboration between Cornell University, INSEAD, and the World Intellectual Property Organization, is a deep dive into the factors that influence the development of new ideas, from the political and regulatory environment, to human capital and…...

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Don’t rely on the Residence Nil Rate Band to offset IHT liabilities

By Oxford Capital August 20, 2018

From 2017-18 onwards, there is an additional transferrable main residence nil rate band of £100,000 (rising by £25,000 each year until 2020-21 and by CPI after that) available when a home is left to children or other direct descendants. This will eventually take the total IHT allowance of a couple to £1 million. What’s more,…...

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The Challenges of Scaling Up: The importance of the human touch

By Oxford Capital August 13, 2018

The BVCA recently gathered together Venture Capital (VC) and Private Equity (PE) professionals to discuss what everyone in this arena is looking for – high growth. Scaling up is a key stage in the journey to high growth and a panel including Oxford Capital’s David Mott discussed the challenges investors face when backing early stage…...

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Why you shouldn’t rest your nest egg on cash alone

By Oxford Capital August 13, 2018

The latest IHT statistics were released by HMRC at the end of July 2018 and largely refer to 2015/16. As a result, they don’t reflect any impact that the Residence Nil Rate band may be having. But what they do show is that, as we age, our cash assets accumulate. Of course, we all aim…...

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HMRC IHT Statistics and the trends they reveal

By Oxford Capital August 7, 2018

The latest IHT statistics, released by HMRC at the end of July 2018, reported that IHT receipts totalled £5.2bn in 2017/18 – an increase of 8% (£388m) compared to 2016-17. This number has been increasing since 2010/11, so is confirmation of the trend, rather than any great surprise.  More interestingly, the statistics confirm property values…...

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UK is an international leader in Fintech record year

By Oxford Capital August 7, 2018

July 2018 saw the publication of the 2018 edition of KPMG’s biannual report on ‘The Pulse of Fintech’.  This market encompasses technology that is applied in financial services or used to help companies manage the financial aspects of their business, including new software and applications, processes and business models. Perhaps it’s not surprising then, that…...

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Oxford Capital named as finalist in TWO categories at 2018 Growth Investor Awards

By Oxford Capital July 30, 2018

Oxford Capital will be competing against other finalists in the Growth Investor of the Year  and the Best BR – Non AIM Investment Manager award. Winners will be announced at a black-tie awards dinner on Wednesday November 7 at Royal Lancaster Hotel, London. Visit growthinvestorawards.com/finalists for a full list of all finalists and information on…...

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Later Life Financial Planning; Driving Engagement is Key

By Oxford Capital July 18, 2018

We all know that thinking about our old age is no fun and talking about our death is even less appealing. But, the longer it’s left, the more disadvantageous it can be – and not just for the individuals concerned. Certainly, when it comes to pensions, the FCA’s Retirement Outcomes Review has recommended retirement wake-up…...

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Selling a Business and Business Relief: Case Study

By Oxford Capital July 16, 2018

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Business Relief as Part of Wider Estate Planning Strategy: Case Study

By Oxford Capital July 16, 2018

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British Business Bank Small Business Equity Tracker Report

By Oxford Capital July 16, 2018

The British Business Bank (BBB) recently published the latest of its annual Small Business Equity Tracker Report. CEO Keith Morgan again reiterated what we already know; “Often, outside equity investors can bring expertise and guidance as well as finance – a combination that, if offered at the right time, can be the key to unlocking…...

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Managing Risk in EIS – Examining the Baby and the Bathwater

By Oxford Capital July 11, 2018

In the FCA’s view, EIS investing has always been high risk. But, the reality is that many offerings have focused on the investor tax benefits much more than the companies EIS was originally designed to assist.  The government has decided this was detrimental to the main aim of EIS – to encourage investment into early…...

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Unsustainable social care costs lead to MPs call for more Inheritance Tax

By Oxford Capital July 2, 2018

At a time of rising IHT receipts by the Treasury, as well as calls for simplification of the tax, the Housing, Communities and Local Government and Health and Social Care committees (HCLGHSC) has thrown its hat into the ring. In its recently published report, the cross-party committee looks at a sustainable funding solution for adult…...

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Oxford Capital work with EISA to release new risk guide for financial planners

By Oxford Capital June 7, 2018

Changes to EIS prompts trade body EISA to release new risk guide for financial planners. Download the Guide here. The Enterprise Investment Scheme has, since its inception, raised a total of £16.2bn for over 26,000 small and medium-sized enterprises. By allowing companies to raise up to £5m a year – capped at a total of…...

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Pension tension – Lifetime Allowance and Business Relief

By Oxford Capital May 8, 2018

In 2011/12, the lifetime allowance (LTA) for pension contributions stood at £1.8 million. This is the maximum amount an individual can have in their pension without facing a tax penalty. It now stands at £1,030,000. Since pensions are the traditional tax-efficient home of our spare cash once we’ve exhausted our youthful spending sprees, bought a…...

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Not getting any younger – longevity and the likely success of estate planning

By Oxford Capital February 2, 2018

We all intuitively know that as we get older the time available for estate planning is running out. But when some Inheritance Tax strategies take seven years to have an effect, it’s important to understand a client’s chances of successful planning. This blog is aimed at qualified financial advisers. It should not be construed as…...

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‘Knowledge intensive’ EIS companies – is it all lab coats and test tubes?

By Oxford Capital December 20, 2017

The Autumn Budget was widely seen as a show of support for EIS, as the legislation was tweaked to encourage investment into ‘knowledge intensive’ companies. But what does ‘knowledge intensive’ really mean, and will the new rules make much difference to EIS investors and the companies they invest in? This is a preview of an…...

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Ten years on – managing the impact of periodic charges on trust investments

By Oxford Capital July 28, 2016

It is ten years since the relevant property regime was extended beyond discretionary trusts. With many clients now facing periodic charges for the first time, is it time to look at Business Property Relief investments as a potential solution? This blog is aimed at qualified financial advisers. It should not be construed as financial advice…...

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Awards

  • BEST EIS
    FUND MANAGER
    2013,2012,2010 AND 2006

  • VENTURE CAPITAL
    HOUSE OF THE YEAR
    WINNER 2013 AND 2005

  • INVESTOR OF
    THE YEAR
    WINNER IN 2012 AND 2013

  • MOST IMPACTFUL
    INVESTMENT
    WINNER 2017

  • BEST ANGEL
    SYNDICATE
    WINNER 2018