Articles

Top 10 most viewed pages

17 January 2022

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: ...

Private equity: finally accessible to private investors?

25 November 2021

Those allowed to invest, historically institutional investors or the ultra-wealthy, have been well rewarded. Private equity funds overall have consistently outperformed their public market equivalents over the last 15, 20 and 25 years. Note, past performance ...

A new investment opportunity – 26 years in the making

9 November 2021

I have been an investor most of my life. Throughout the years, some of the most pleasing performance has come from smaller companies funds.The Marlborough Special Situations Fund has been a particular highlight. Until recently, it ...

Today: the anniversary of IHT-free ISAs

5 August 2021

Eight 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 ...

VCT fundraising in 2020-21

9 April 2021

Venture Capital Trusts raised £685 million in the 2020-21 tax year. This is 11% higher than in 2019-20, and the third highest amount in the last 10 years, despite the disruption of the coronavirus pandemic.

New tax year: make this year's ISA IHT free

5 April 2021

With the new tax year comes a new £20,000 ISA allowance – and an opportunity for experienced investors to start to protect ISA money from tax even after they die.