One of the areas most affected by the Budget announcements is inheritance tax (IHT). The Chancellor announced a series of changes, estimated to raise £2 billion a year. Here we provide a quick recap ...
On 5 August 2013 investors were allowed to hold AIM shares in an ISA for the first time. This seemingly small change in ISA rules has far-reaching consequences for investors with sizeable ISA pots, as ...
We set up Wealth Club to make tax-efficient investments more transparent, simpler to apply for and easier to monitor. Here is ...
Wealth Club was founded in 2016 by CEO Alex Davies, a former Hargreaves Lansdown director and shareholder. The senior ...
The Wealth Club Portfolio Service investment team is led by our Head of Research Jonathan Moyes, supported by Nick Hyett, ...
How have VCTs performed for investors? We look at the performance of the 10 largest VCT managers over a period of three, five and 10 years.
Invest in small companies and receive an income tax rebate of up to 30%. You can also defer capital gains from elsewhere and qualify for IHT relief. Help startup companies get off the ground and for ...
Despite a strong focus on rail trackside safety, accidents do happen and can cost lives and £millions. Tended’s technology is helping organisations safeguard workers and the company is now raising ...
Knowledge-intensive (KI) approved EIS funds could make tax planning easier, with a single EIS5 certificate and a set investment date for income tax purposes.
Private markets investors are increasingly seeking out alternatives beyond private equity – including private credit, real estate and ...