Our Services

Our Services

Introduction:

MJ Hudson Allenbridge is a research house offering a subscription-only publication and other research related services. We provide independent commentary on UK tax-advantaged investment products across the market. Our services are tailored to the specific clients based on their respective functions, ranging from professional advisers compliance demands to helping individual high net worth make personal investment decisions.

MJ Hudson Allenbridge offers comprehensive research subscription services and bespoke panel solutions on tax-advantaged investment products to IFAs and wealth managers.

Our services include:

We have been providing institutional quality independent research on tax-advantaged investment products to wealth managers, IFAs and individual investors for over 30 years. Our clients benefit from our long standing knowledge of the market, as well as our commitment to delivering detailed and accessible research with the aid of advanced technology.

Our market knowledge is enhanced by our multidisciplinary team. Our analysts, supported by our industry network, work together to carry out research across the tax-advantaged market. We have developed a strong process and comprehensive methodology, with robust governance and an independent investment committee for oversight and review.

We offer a full range of independent in-depth reviews across Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs), Seed Enterprise Investment Schemes (SEISs) and Business Relief (BR) and AIM Inheritance Tax Services. Our services cover the majority of the products in the market, are regularly updated and cover new entrants, to ensure that we offer the widest market viewpoint possible.

Our online research platform, AdvantageIQ is the key to facilitating the delivery of all of our research services. AdvantageIQ is our proprietary system that provides us and our clients with standardisation, greater transparency and improved monitoring for specific tax-advantaged investments and the broader market of tax-advantaged asset managers.

We have expanded our subscription services and other offerings to meet the needs of clients based on their respective functions. We offer three levels of subscriptions: the Classic subscription, the Advanced subscription and the Professional subscription. This allows subscribers to choose the package that best meets their needs as well as their budget.

AdvntgIQ_sunscription_srvcs-01

Please contact us to request your discount code when purchasing multiple licences.

*Offer is only available to users in a single organisation and all users must have the same email domain. 

All our research reports from the last 12 months are available to purchase individually. Each report costs £95 (excluding VAT). Please contact us to place your order or if you have any queries regarding our research reports.

MJ Hudson Allenbridge offers a range UK tax-advantaged investment panel solutions ranging from panel selection to panel auditing, and one off projects. Every 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:

AdvntgIQ_panel_advsr_sltns

We offer a wide range of tools and services to provide you with personalised panel solutions, priced to meet your criteria. These services include: portfolio construction, product auditing and governance advisory services. These services enable you to meet the ever-increasing demand for better governance and risk oversight by both shareholders and regulators. We can ensure that those needs are met by your compliance team and/or investment committee.

Our online research platform, AdvantageIQ is the key to facilitating the delivery of all of our research services. AdvantageIQ is our proprietary system that provides us and our clients with standardisation, greater transparency and improved monitoring for specific tax-advantaged investments and the broader market of tax-advantaged asset managers.

If you would like to find out more about our Panel Solutions, please view our Panel Advisory Solutions.
For information and pricing for our variety of panel solutions please contact us.

 We provide 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.
MJ Hudson 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, our due diligence processes, to detailing Clients panel selections.
MJ Hudson 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.

This service provides the individual investor, IFAs or wealth managers with:

  • Valuations and portfolio summaries collated from the performance data and information collected on the IQ system, since the inception of VCTs through all corporate actions and all allotment data.
  • Historic performance and strategy analysis
  • Ability to obtain a point-in-time valuation or subscribe on an ongoing basis*

The fees are determined by the number of client valuations:

  • 1-20 client portfolios package is £95 per calendar month and available via our standard registration process
  • Over 20 client portfolios are priced on an individual package basis

We can offer the ability to generate standard valuations or bespoke statements using the clients’ personal branding.
For information relating to this service and our other offerings, please contact us.
* As part of the subscription Monitoring Services, we will store the data for you and give you access to ongoing monitoring of the selected VCT Portfolio.

MJ Hudson Allenbridge acts as an Execution-Only Intermediary on behalf of clients for UK tax-advantaged investment products.
As an execution-only intermediary, where possible we offer our clients a discount to their subscription charges by reimbursing all our initial commission due to us back to them. On applications MJ Hudson Allenbridge will be paid a trail commission on the application by the product provider for the application. Where a trail commission is not available, MJ Hudson Allenbridge will typically retain a small percentage of any initial commission.

Investors who place a VCT investment through MJ Hudson Allenbridge will be able to request up to two valuations per year, which will be delivered to them via email. Investors will be able to use this valuation service for a period of four years after the investment was originally made. This will be converted to an online valuation system in the near future.

If you wish to subscribe to our research services, please contact us to receive your discount code.

 


[1] MJ Hudson Allenbridge is an appointed representative of MJ Hudson Advsiers Limited (FRN 692447)

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

Services offered to Individuals:

We have been providing institutional quality independent research on tax-advantaged investment products to wealth managers, IFAs and individual investors for over 30 years. Our clients benefit from our long standing knowledge of the market, as well as our commitment to delivering detailed and accessible research with the aid of advanced technology.

Our market knowledge is enhanced by our multidisciplinary team. Our analysts, supported by our industry network, work together to carry out research across the tax-advantaged market. We have developed a strong process and comprehensive methodology, with robust governance and an independent investment committee for oversight and review.

We offer a full range of independent in-depth reviews across Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs), Seed Enterprise Investment Schemes (SEISs) and Business Relief (BR) and AIM Inheritance Tax Services. Our services cover the majority of the products in the market, are regularly updated and cover new entrants, to ensure that we offer the widest market viewpoint possible.

Our online research platform, AdvantageIQ is the key to facilitating the delivery of all of our research services. AdvantageIQ is our proprietary system that provides us and our clients with standardisation, greater transparency and improved monitoring for specific tax-advantaged investments and the broader market of tax-advantaged asset managers.

We have expanded our subscription services and other offerings to meet the needs of clients based on their respective functions. We offer three levels of subscriptions: the Classic subscription, the Advanced subscription and the Professional subscription. This allows subscribers to choose the package that best meets their needs as well as their budget.

For further details on pricing please complete the registration process or feel free to contact us.

We provide investment analytical services and market research, both at the fund/portfolio level and individual transaction for tax-advantaged investment products. For information and pricing for our variety of bespoke solutions please contact us.

This service provides the individual investor, IFAs or wealth managers with:

  • Valuations and portfolio summaries collated from the performance data and information collected on the IQ system, since the inception of VCTs through all corporate actions and all allotment data.
  • Historic performance and strategy analysis
  • Ability to obtain a point-in-time valuation or subscribe on an ongoing basis*

The fees are determined by the number of client valuations:

  • 1-20 client portfolios package is £95p.c.m and available via our standard registration process
  • Over 20 client portfolios are priced on an individual package basis

We can offer the ability to generate standard valuations or bespoke statements using the clients’ personal branding.
For information relating to this service and our other offerings, please contact us.
* As part of the subscription Monitoring Services, we will store the data for you and give you access to ongoing monitoring of the selected VCT Portfolio.

We act as an Execution-Only Intermediary on behalf of clients for UK tax-advantaged products.

As an execution-only intermediary, where possible we offer our clients a discount to their subscription charges by reimbursing all our initial commission due to us back to them. On applications we will be paid a trail commission on the application by the product provider for the application. Where a trail commission is not available, we will typically retain a small percentage of any initial commission.

Our promise is to always deliver our clients the best possible discounts.

Investors who place a VCT investment through MJ Hudson Allenbridge will be able to request up to two valuations per year, which will be delivered to them via email. Investors will be able to use this valuation service for a period of four years after the investment was originally made. This will be converted to an online valuation system in the near future.

Please note: Investors are required to complete a set of compliance and administrative paperwork prior to completion of any application, including appropriate appropriateness tests, anti money laundering documents and terms and conditions to be eligible to place an investment through us. Our team will guide you through this process and provide any assistance that you may need.

 


[1] MJ Hudson Investment Consulting Limited is an appointed representative of MJ Hudson Investment Advisers Limited.