On 21 January we were delighted to hold our last Tax Advantaged Forum of this financial year, in association with GrowthInvest, hosted by Hardman & Co’s Dr Brian Moretta in partnership with GrowthInvest.
Four managers in the tax-advantaged investing space came together, each representing their distinct approach to (S)EIS investing, from Blackfinch Ventures, Haatch, OnePlanetCapital and Oxford Technology Management. Designed for investors and advisers, the forum helps you start 2026 with a clearer, more informed view of the EIS landscape. Discover more about Blackfinch Ventures EIS Portfolios, Haatch (S)EIS funds, the OnePlanetCapital Climate Change EIS Fund and Oxford Technology Management’s funds.
Missed this Forum? Not to worry – you can still watch on-demand on Zoom. The event qualifies for CPD points, so viewers of the full recording can log this learning time and contact us by email and we will arrange for a certificate to be sent to you: [email protected]
The event opens with a presentation from Brian Moretta, Head of Tax Advantaged Research at Hardman & Co, providing a concise overview of venture capital investing. This is followed by each manager presenting their approach to EIS investing, current market perspectives and answering questions in a live Q&A moderated by Steve Dobson, Head of Investment at GrowthInvest.
Blackfinch Ventures invests in innovation with a clear technology mandate backing ambitious founders who are reimagining industries across a wide range of sectors including deeptech, fintech and the energy transition; founders who not only have traction but clarity, and a vision for impact that scales. These companies often make use of a wide range of generalist technologies such as software-as-a-service.
Tim Wynn-Jones, Head of New Product & Investor Relations at Blackfinch Ventures, introduces the manager’s generalist Blackfinch Ventures EIS Portfolios. He outlines how its highly selective EIS and VCT strategy backs ambitious early-stage UK technology businesses at the point they are ready to scale. He explains Blackfinch Ventures’ deep in-house expertise, strong co-investment networks and a rigorous sourcing process, including proprietary AI tools, which build diversified portfolios across themes such as the energy transition, deep tech and fintech. With real-world examples, flexible deployment and a strong focus on founder quality, the discussion offers a clear insight into how Blackfinch Ventures identifies high-growth opportunities early and supports them through to successful exits.
Download Blackfinch Ventures’ slide deck.
Haatch Ventures is a modern, operator-led venture capital manager backed by the government-owned British Business Bank, deploying capital at pace into high-conviction early-stage companies. Haatch has built a diversified portfolio of early-stage UK software businesses, offering a diversified portfolio of industries including fintech, healthtech and applied AI.
Olivia Drinnan, Director & Advisor Fundraising at Haatch, explains how this EIS and SEIS fund manager is helping investors access high-growth, early-stage tech businesses. Founded by experienced entrepreneurs, Haatch has rapidly grown its portfolio to over £1 billion and delivered standout returns through scalable, “sticky” software solutions like Reflow and Native Teams. Backed by the British Business Bank and investing alongside Tier 1 global investors, Haatch offers transparent, fast-deploying (S)EIS funds with a focus on long-term value. Discover how Haatch identifies opportunities, manages risk and turns innovative ideas into real investor returns.
Download Haatch Ventures’ slide deck.
OnePlanetCapital is a specialist investment manager focused on investing into early-stage businesses that are combating climate change and supporting climate technology. OnePlanetCapital is passionate that it can achieve both high environmental impact and strong returns by investing into the most innovative technology. Climate technology is a broad investment sector with a range of industries, technologies and business models. OnePlanetCapital Climate Change EIS Fund focuses on sub-sectors such as energy, transport, the built environment and recycling to name a few. The fund targets a 3x return over an estimated timeframe of five to eight years.
Declan McEvilly, Director & Co-founder of OnePlanetCapital, shares how the manager’s specialist EIS strategy targets revenue-generating businesses that cut carbon, improve efficiency and solve real commercial problems – driven by regulation, corporate demand and the transition to a greener economy. From shipping fuel-saving technology and seaweed-based packaging to smart building solutions, the discussion shows how climate investing can deliver both measurable environmental impact and attractive returns, challenging the idea that this space is only for ESG-focused investors. OnePlanetCapital explains why early-stage climate technology is becoming a compelling area for investors today.
Download OnePlanetCapital’s slide deck.
Oxford Technology Management is a fund manager specialising in investing in startup and early-stage technology companies since 1983. It ran the first Technology VCT and the first blended EIS and SEIS Fund. Its funds take advantage of SEIS and EIS tax reliefs to de-risk investments and offer investors significant tax-free capital growth potential. It invests in life, physical and data science start-ups at the pre-seed and seed stage, using its expertise to help its portfolio companies develop scalable business models, robust pricing strategies and effective R&D programmes.
Andrea Mica, Director, and Lucius Cary, Managing Director, from Oxford Technology Management share their insights from over four decades of backing early-stage science and technology companies. They explain how Oxford Technology Management’s highly selective SEIS and EIS strategies have helped identify transformational ideas at the very start of their journey. Drawing on real-world examples from life-saving medical devices and breakthrough drug development to AI-driven diagnostics and next-generation battery technology, the session brings to life how patient capital, rigorous selection and transparency can deliver long-term returns. With a strong track record, clear fund structures and a discussion of both risks and rewards, we discover how cutting-edge innovation is turned into successful investments.
Download Oxford Capital Management’s slide deck.
