Below we list the current IHT offers available for investment. Each is accompanied by a brief commentary. For each of our Featured Offers we also provide an extended research note.
IHT portfolios are riskier than conventional investments so they're not for everyone. Before you invest you should ensure you have read and understood the product's Application Pack and the Risks and Commitments.
Can't see an offer you are interested in?
Please email us the offer details and we'll endeavour to add it to the list below.
Blankstone Sington’s IHT portfolio is unlike those offered by the larger AIM IHT providers. The objective is broadly the same: to invest in BPR qualifying stocks, but Blankstone Sington takes a different approach. The average company size is much smaller and there is a greater emphasis on value investing.
Foresight is one of the premier UK based venture capital managers. The IHT product focuses on private finance initiative investments, solar investments and the rollout of smart meters. Foresight are one of the leaders in solar and smart meter investors in the UK.
This IHT services seeks to benefit from the predictable and inflation-linked revenue stream available with onshore wind and hydroelectric renewable energy assets. In total the manager has almost £50 million under management, with about £20 million already invested in hydro and wind projects.
Seneca Vintage prioritises capital preservation but also aims for an annual uplift in the net asset value of each investee company of 4%. Seneca makes loans to qualifying companies via a portfolio approach to lending. Four investment pillars are central to guiding their lending: diversification, credit policy, prudence and asset security.
This award-winning AIM IHT service is now three years old. It is managed by Puma Investments, part of Shore Capital, one of the largest AIM market makers. It is a discretionary investment portfolio of around 20 companies which should qualify for Business Property Relief.
Managed by Mark Taylor of Beringea, this offer seeks to raise £20 million to lend to asset-rich small and medium sized companies. Two types of lending are offered: secured lending against a specific asset within the business and leasing finance, for use often with companies purchasing technology equipment. The target return (not guaranteed) is 3% per annum after all fees and a growth or income option is available.
Seneca Vintage is an IHT portfolio targeting a 4% annual return (not guaranteed). It seeks to achieve this by lending money short to medium term to businesses that have some form of asset-backing. HighlightsAsset-backed and secured ...
ProVen Legacy is a new inheritance tax portfolio run by some of the team behind the top-performing ProVen VCTs. Investors in this service buy shares in an unquoted company, ProVen Legacy Plc, which makes secured loans ...
The Oxford Capital Estate Planning Service is designed to take advantage of Business Property Relief (BPR). It invests in a mix of unquoted trading companies with a focus on renewable energy and infrastructure.HighlightsChoice of five investment ...
When you download information from our website or register to receive news and alerts, you become a member of Wealth Club and will receive further information by post and/or email about our products and services. There are no costs or obligations attached to your membership and you can cancel it at any time by contacting us. Your personal data will remain confidential, and will never be passed to any other company, unless required by law.
This website is directed exclusively at, and intended to be used only by, persons in the UK who will be required to self-certify as Sophisticated Investors or High Net Worth Individuals before applying to invest in any of the products featured. It is not directed at any person where (by reason of nationality, residence, domicile or otherwise) the usage of the website is prohibited.
The investment products on this website are not for everyone. They are generally higher risk and require a longer investment term. You may get back less than you invest. It is therefore important that you understand the Risks and Commitments of these products.
We’ve made every effort to ensure the accuracy of the material on this website, but cannot guarantee its accuracy or currency. It reflects our understanding of current product and tax rules, which may change in future. It is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell any securities, or as investment or tax advice. If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice.
Wealth Club Limited is not responsible for the content of external third party material featured on our website.