Investment news

Coming soon: why consider VCTs this tax year?

10 August 2022

Private investors made record-breaking investment into Venture Capital Trusts (VCTs) last tax year (2021/22): £1.13 billion – the highest amount ever and a 65% rise from the year before. The most popular offers filled quickly, raising ...

Top 10 most viewed pages

8 August 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: ...

Today: the anniversary of IHT-free ISAs

5 August 2022

Nine years ago today, one small rule change – allowing investors to hold AIM shares (those in companies quoted on the Alternative Investment Market, a sub-market of the London Stock Exchange) in an ISA – had ...

VCTs, EIS and SEIS - what are the differences?

27 July 2022

Venture Capital Trusts (VCTs) and the Enterprise and Seed Enterprise Investment Schemes (EIS and SEIS) are government-backed schemes set up to encourage investment in young businesses crucial to the UK economy. They have similarities – including ...

Investor view: “I’ve used all of the tax breaks associated with EIS"

18 July 2022

Experienced investors have been using the Enterprise Investment Scheme (EIS) to offset income tax and defer capital gains tax (CGT) since it launched in 1994. This government-backed scheme offers generous tax reliefs to help compensate for ...

VCTs: an alternative to pensions for higher earners?

6 June 2022

Over a decade ago, a high earner could invest up to £255,000 per tax year in a pension and get a significant percentage of that back in tax relief. Those days are gone. The tax benefits ...

Charlie Huggins: new share portfolio service – register your interest

24 May 2022

A message from Charlie Huggins, Head of Equities I’ve spent much of the last decade managing funds and analysing fund managers.There are some brilliant funds, but there are many more poor or mediocre ones. Most are ...

EIS and SEIS investments: when could I get tax relief?

5 May 2022

When you invest in EIS or SEIS, you are providing capital to young, smaller businesses to help them grow. Some may do well or even very well, a number will fail – and the rest might ...

Three ways to beat Inheritance Tax

3 May 2022

Three ways to beat Inheritance TaxOver the next 30 years, as much as £5.5 trillion of personal wealth is predicted to be bequeathed between family members. HMRC will look to claim 40% inheritance tax (IHT) on ...

The highs and lows of the SEIS

8 April 2022

The highs and lows of the Seed Enterprise Investment Scheme – some examplesThe Seed Enterprise Investment Scheme (SEIS) is designed to encourage investment into the smallest, youngest companies in the UK. To qualify, a company must ...

• 1
• 2
• 3
• next