Articles

Top 10 most viewed pages

12 April 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: ...

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.

EIS and SEIS aiming to allot shares this tax year

1 April 2021

Please note: there are no longer any EIS or SEIS offers aiming to allot shares in the 2020/21 tax year. There are, however, a number of offers that aim to allot in the 2021/22 tax year, ...

Eight recent VCT and EIS exits

19 March 2021

It is the ultimate objective and final hurdle for VCT and EIS fund managers: supporting their portfolio companies all the way through to a profitable exit to realise returns. Below we list eight recent exits from ...

Eight recent VCT and EIS exits

19 March 2021

It is the ultimate objective and final hurdle for VCT and EIS fund managers: supporting their portfolio companies all the way through to a profitable exit to realise returns. Below we list eight recent exits from ...

VCTs filling fast

4 March 2021

In recent weeks we have seen increased demand for Venture Capital Trusts (VCTs). Since the start of February, £163.7 million has flowed into VCTs. This compares to £122 million in the equivalent period last tax year, ...

Review: Pembroke VCT

23 February 2021

The investment strategy of Pembroke VCT – to back passionate entrepreneurs building premium consumer brands – differentiates it from the wider cohort of VCTs.The investment team tends to get directly involved in investee companies, often taking ...

Review: Maven Income & Growth VCTs

22 February 2021

Maven Capital Partners is a highly regarded fund manager, known for its strong regional presence. With ten offices across the UK, Maven manages four VCTs with combined net assets of £205.7million (December 2020), and also manages ...