Articles

Top 10 most viewed pages

11 January 2021

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: ...

AIM shares: Winners and losers from the Covid-19 pandemic

27 December 2020

We met with several AIM Inheritance Tax ISA investment managers over a video call in November and December and asked: Who have been your winners and losers so far from the Covid-19 pandemic?You may be surprised ...

Is now a good time to invest in AIM?

20 December 2020

We met with several AIM Inheritance Tax ISA investment managers over video call in November and December and asked: Is now a good time to invest in AIM? You may be surprised how varied the answers ...

As seen in The Times: “The £10m rush to avoid a tax raid”

13 December 2020

If this overhaul materialises, might it affect you? What options might you consider?There are options for experienced investors to invest tax efficiently and reduce the tax they have to pay, whilst also backing young British businesses.For ...

Capital gains tax review: might it affect you?

13 November 2020

As you might have seen in the press, a review – commissioned by Chancellor Rishi Sunak from the Office for Tax Simplification (OTS) – urges an overhaul of capital gains tax (CGT).The OTS, which is the ...

Inheritance tax and ISAs – webinar

4 October 2020

Are you an experienced investor worried about inheritance tax?Watch this webinar, issued by Octopus Investments, to find out:How inheritance tax works, in briefWhy wealthy ISA investors might be affected by inheritance taxWhat AIM Inheritance Tax ISAs ...

Two exclusive EIS tranches with imminent deadlines

22 September 2020

When you invest in an EIS fund, the manager will often deploy your funds over time – usually around 12 months. In many instances, you have little visibility as to which investee companies will be included ...

Inheritance tax – The residence nil-rate band

11 August 2020

A new inheritance tax allowance was introduced in 2015. But the headlines that claimed it will give people a £1 million nil-rate band need closer scrutiny.Inheritance tax is a problem for homeownersAfter years of rising house ...

Today: the anniversary of IHT-free ISAs

5 August 2020

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 ...