Free guides

Want to know what a VCT is? Wondering how EIS and SEIS work? Interested in ways to beat Inheritance Tax? Our free guides explain briefly and in plain English the benefits and risks of investment opportunities for high net worth individuals and sophisticated investors. 

A word of caution: the investments described are not for the fainthearted. They invest in small companies, which are by nature riskier than their larger counterparts.

The trade-off is that you could keep more of your wealth out of the taxman's hands. 

Our free guides are not advice, nor a personal recommendation to invest, but they explains the main facts you need to know, so you can decide if these opportunities are for you. Please note, tax benefits depend on circumstances and tax rules can change. 

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Mobeus VCTs research report cover

This research report looks inside the Mobeus VCTs: their investment strategy, performance, dividends, exits, failures and current holdings.

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Octopus Titan Report Pre-order.jpg cover

This research report looks inside the largest VCT: strategy, performance, dividends, exits and failures

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How to beat the inheritance tax trap guide cover

How can you beat Inheritance Tax? How can you pass on more to your loved ones? What are the new rules? Download your free guide to find out.

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Wealth Club - free guide: How to make your ISA IHT free cover

Did you know that when you die the taxman could take 40% of your ISA in Inheritance Tax? How to avoid that? Download our free guide.

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Tax-efficient investing for high earners free guide cover

This free 20-page guide explains in plain English how you could save up to 50% income tax, earn sizeable tax-free dividends and more.

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Tax-free income for high earners cover

The top 25% of earners produce over 50% of total UK income, but pay over 75% of total income tax. Where could you find tax-free income?

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VCT factsheet cover

This simple factsheet gives a quick overview of VCTs, how they work, the risks and benefits.

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EIS Factsheet cover

This simple factsheet gives a quick overview of EIS, how it works, the risks and benefits.

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SEIS factsheet cover

This simple factsheet gives a quick overview of the SEIS, how it works, the risks and benefits.

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How to survive the tax raid on pensions cover

Two new rules effective from 6 April 2016 could cost high earners £6 billion in lost tax relief. Our free guide explains what you could do.

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