Articles

VCT demand soars to 12-year record

10 April 2018

£728 million was raised by Venture Capital Trusts (VCTs) in the 2017/18 tax year – 34% higher than last year’s comparable total of £542 million. As the chart below illustrates, this is comfortably the highest since ...

New tax year to-do list

5 April 2018

There are three things that could help experienced investors save tax right at the beginning of the new tax year.Wealth Club is the only service that allows you to apply for these offers online. Please note ...

New rules for knowledge-intensive EIS

5 April 2018

From 6 April 2018 the EIS allowance has effectively doubled. It is now possible to invest up to £2 million in EIS, provided anything over £1 million is invested in “knowledge-intensive” companies.In addition, “knowledge-intensive” companies will ...

Why invest in EIS?

21 March 2018

In 2015/16 nearly £1.9 billion was invested in EIS. In 2017/18 demand is set to rise further, as tax changes and pension restrictions start to bite for wealthy investors. What is EIS?The EIS – or Enterprise ...

VCTs: capacity update and deadlines

20 March 2018

2017/18 is poised to be an exceptional year for VCTs. So far, over £650 million has been raised, significantly higher than the total raised in the whole of the previous tax year. Several attractive offers are ...

How to make your ISA IHT free

16 March 2018

With ISAs, the tax sting is in the tail. They’re very tax efficient during your life, but on your death (or your spouse’s death if later) your fund could be subject to inheritance tax (IHT) at ...

Review: Octopus AIM Inheritance Tax Service

28 February 2018

The longstanding Octopus AIM Inheritance Tax Service is available in or outside an ISA. It seeks to take advantage of Business Property Relief (BPR) whereby shares in certain AIM companies should be exempt from IHT after ...

Royal Assent: how it could affect your investments

22 February 2018

In his November Budget, the Chancellor announced a new measure that affects what investments can qualify for EIS and SEIS tax relief. It will become effective once the Finance Bill receives Royal Assent. It was widely ...

Review: Hargreave Hale AIM VCT 1

13 February 2018

This offer from Hargreave Hale is seeking to raise up to £20 million into the Hargreave Hale AIM VCT 1 (with a £10 million over-allotment facility).Hargreave Hale specialises in smaller companies investing. As well as its ...