Investment news

Top 10 most viewed pages

1 March 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: ...

EIS and SEIS aiming to allot shares this tax year

25 February 2021

Around this time of the year, investors frequently ask: which EIS and SEIS investments plan to allot shares this tax year? Which might allow ‘carry back’ to the 2019/20 tax year, so one might reclaim tax ...

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 ...

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 ...

Loan note with a coupon of around 5%

8 June 2020

I’ve come across a potentially attractive investment opportunity and am trying to secure an allocation for Wealth Club investors. I believe there may be high demand. So, if you are interested, please let us know and ...

VCT fundraising in 2019-20

9 April 2020

Venture Capital Trusts raised £619 million in the 2019-20 tax year – the third highest amount since tax relief was established at 30% in 2006.

Important service update: online applications only

27 March 2020

Due to the current disruption to the postal system, from today, 27 March, we are only accepting online applications and payments made by bank transfer. This is to ensure we can continue to receive and process ...