Seven years ago today, a seemingly minor ISA rule change created a solution to one of the most vexing problems wealthy ISA investors face. That problem is: how do you prevent up to 40% of your ...
IHT-free ISAs anniversary
On 5 August 2013 an ISA rule change made it possible to pass on ISAs free of IHT
NEW EIS DEAL
Recurring-revenue SaaS business with 28 blue-chip clients, including Google, LinkedIn, JP Morgan and Coca-Cola
Investing in forestry
Find out how experienced investors could benefit from IHT relief plus largely tax-free income
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
Draper Esprit VCT – manager interview with William Horlick
We talk to William Horlick, manager of Draper Esprit VCT, whose offer closes in August. The recent tie-up between Elderstreet Investments and Draper Esprit plc has brought the VCT access to greater deal flow and a new focus on unquoted technology investments. What does the current portfolio look like, and what can investors expect? Watch the video to find out…