Our Services

Our Services

Introduction:

Allenbridge is a research house offering a subscription-only publication and other research related services and devoted to independent commentary on UK tax-advantaged investments. Our services are tailored to the specific clients based on their respective functions, ranging from professional advisors’ compliance demands to helping individual high net worth make personal investment decisions.

Our services are aimed at IFAs, professional advisers, wealth managers, stockbrokers, private client departments, accountants and lawyers who give advice to high net worth individuals on UK tax-efficient products. In accordance with the FCA guidelines we aim to provide our clients with the research, data and tools to enable to provide unbiased, comprehensive and fair analysis of the tax-advantaged investment market.

Services offered to advisers:

  • Online Subscription Service to VCT, EIS, BR IHT Research including offer details, scoring, research and filtering
  • Panel Solutions services, including advice on panel criteria, personalised selection, ongoing monitoring and panel audit
  • Bespoke investment analysis including reviews of BPRA and related real estate investments
  • Training services including workshops, road shows and online packages
  • Execution only administration of clients investments
  • Online VCT Valuation services with personalised performance breakdown factsheets (coming soon)

Allenbridge offers services for individual high net worth investors who are wishing to make personal investments into UK tax-efficient products.

Services offered to Individuals:

  • Online Subscription Service to VCT, EIS, BR IHT Research including offer details, scoring, research filtering
  • Execution only investment facility including discounts
  • Bespoke investment analysis including reviews of BPRA and related real estate investments
  • VCT Valuation services with personalised performance breakdown factsheets