Professional Advisors

Professional Advisers Services

Allenbridge offers an online research subscription service covering the three main UK tax-efficient product ranges, VCTs (whole of market), EIS/SEIS and BR (IHT) – where we cover a majority of the market including new entrants to offer the widest scope of reports.
Allenbridge has been providing tax efficient research since 1985. Our experience in the tax-advantaged investment market has led us to the conclusion that no one person can have the expertise to cover such a diverse market. Over the years we have developed a team approach to our research, where our analysts work together often supported by our industry network and where our ultimate analysis is vetted by a team of highly experienced investment professionals who sit on our Investment Committee. To avoid any potential conflicts of interest, we also take great care to ensure that neither our analysts nor our Investment Committee members have any commercial responsibilities. We have a separate commercial and administrative team that manage that process. Moreover, we are an FCA regulated company1, and our compliance officer reviews our policies, procedures and final research reports.
It is with this strength and diversity of our team and our independent, transparent and comprehensive governance process (more information) that we are confident that we can continue to deliver the most comprehensive and detailed independent research to our clients.
Allenbridge’s subscription service includes the following:

  • Individual Reports per offering, including score rankings
  • Helpful research tools including ability to filter, sort and search through current offerings
  • Open Offer tables, itemising application details, fundraising and prospectuses
  • Access to Allenbridge’s historical catalogue of reports (for subscribers of all three products)
  • VCT Performance Data (VCT Only)
  • Tailored email notification including report publications
  • Self Managed Subscription Accounts

Allenbridge subscription service, is designed to be flexible for subscribers individual needs, with the ability to pick and choose the combination of individual tax-efficient product review categories to subscribe to, to the ability to opt in and out of different news alerts. In addition we offer a number of different types of “Network Accounts” available to subscribers who are part of a network.
Our subscription pricing are determined by the number of product ranges selected, either a single product or a combination of all three. For advisers this is also based on the number of users having access to the research and number of login details required.
For further details on pricing please complete the registration process or contact us

Allenbridge offers a range UK tax efficient product panel solutions ranging from panel selection to panel auditing, and one off projects. Every Allenbridge panel solution is bespoke to our clients’ needs. Our team works alongside clients to ensure that we deliver solutions tailored specifically to their exacting needs. Examples of these panel options include; manager and product scores; personalised factsheets; creation of governance and criteria parameters; and access to analyst for ad-hoc questions.
Our panel solutions are about giving our clients access to our analysts and their extensive experience, knowledge and market insight in a structured way. Our clients can rest assured that all of market has been considered in the creation of their Panels.
Allenbridge also offers a full panel solution for our clients via our online due diligence and reporting system AllenbridgeIQ. Through the use of this system we collect information, perform our analysis and deliver reports to our clients. We are also able to provide live information feeds and access to raw due diligence data, all delivered centrally via customisable online panel dashboard and product fact sheets. The system is fully auditable, tracking all changes made creating the audit trail required to meet our clients Compliance-related needs. In addition to panel selection, the system offers clients the benefit of having access to our ongoing monitoring and audit of their historic panels.
For information and pricing for our variety of panel solutions please contact us. 
Allenbridge provides investment analytical services and market research, both at the fund/portfolio level and individual transaction. This covers the full spectrum of tax advantaged investments including BPRA and related real estate investments.  For information and pricing for our variety of bespoke solutions please contact us.
Allenbridge provides educational training services to clients across a range of topics including the basic overviews of the UK tax-advantaged investments, insights into whole of markets, Allenbridge’s due diligence processes, to detailing Clients panel selections.
Allenbridge training is available in a variety of formats from administrating seminars/workshops, guest appearances on client road shows, creating in-house training programmes to writing personalised training manuals/factsheets.
If you are interested in our training services or if you wish for further details, please contact us.
Allenbridge plans to launch an online facility for client’s to self manage and generate individual VCT valuation summaries by using our collected performance data. Allenbridge has collected historical performance on all VCTs including individual allotment issue prices and tracking shares through VCTs’ numerous previous corporate actions, to ensure we deliver the most accurate bespoke VCT Valuation to our Clients.
The Fees for our Valuation are determined by the number of client valuations and the number of individual holdings per client. We offer the ability to generate standard valuations or Bespoke statements using the Clients’ personal logos/details included on the valuations.
For information about future launch and pricing for Valuation services please contact us.
Allenbridge acts as an Execution-Only Intermediary on behalf of clients for UK tax efficient products.
As an execution-only intermediary, where possible we offers our clients a discount to their subscription charges by reimbursing all our initial commission due to us back to them. On applications Allenbridge will be paid a trail commission on the application by the product provider for the application. Where a trail commission is not available, Allenbridge will typically retain a small percentage of any initial commission.
Our promise is to always deliver our clients the best possible discounts.

[1] Allenbridge Limited is an appointed representative of Allenbridge Capital Limited