Which offers are attracting investors’ interest? Every Monday we look at the offers Wealth Club members have viewed on our website the previous week. Then we compile the top ten across the different types of investment: ...
IHT FREE ISA
Octopus AIM IHT ISA
Start to protect your ISA money from IHT – 0.25% saving on initial charge through Wealth Club
Startup Funding Club SEIS Fund
Extra £500k capacity for current tranche – deadline 12 May. Up to 50% tax relief (tax rules can change)
Market-leading SaaS provider of parking solutions to public sector and blue-chip customers backed by Aviva, Hyundai and Sumitomo Corporation
Wealth Club is the UK’s largest service of its kind for high net worth and sophisticated investorsRead about Wealth Club
VCT tax-free dividends paid (2018/19, AIC)
Amount EIS investors claimed income tax relief on (2017/18)
Amount protected from IHT through BPR (2016/17)
Our favourite current opportunities: investments we think have genuine merit, whose managers we believe can deliver returns to investors. Read more.
Video of the week
Meet the manager: Oliver Brown, R C Brown AIM IHT Service
We talk to Oliver Brown of R C Brown Investment Management about their AIM Inheritance Tax service. The portfolio focuses on identifying and exploiting opportunities in the primary market. It aims to shield investors from IHT and can be held in an ISA. In this interview Oliver explains what is distinctive about R C Brown’s approach, and some examples of companies they have invested in and how they selected them. Watch the interview to find out more…