Important: The information on this website is for experienced investors. It is not a personal recommendation to invest. If you’re unsure, please seek advice. Investments are for the long term. They are high risk and illiquid and can fall as well as rise in value: you could lose all the money you invest. Tax rules can change and benefits depend on circumstances.
What are Venture Capital Trusts?
Would you like to invest in small companies and save up to 30% income tax, whilst also being eligible for a regular stream of tax-free dividends (variable and not guaranteed)?
This is possible when you invest in Venture Capital Trusts – VCTs for short. In this video we explain briefly how VCTs work.
What is the Enterprise Investment Scheme?
Would you like to invest in smaller companies and save tax? This is possible when you invest in the Enterprise Investment Scheme – EIS for short. You can get up to 30% income tax relief and defer unlimited capital gains.
This video explains concisely how EIS investments work.
What is the Seed Enterprise Investment Scheme?
Would you like to invest in smaller companies, and save tax? This is possible when you invest in the Seed Enterprise Investment Scheme, SEIS for short. You can get up to 50% income tax relief and wipe out half of a CGT bill.
This video explains concisely how SEIS investments work.
Private Markets funds
Historically, Private Markets funds have been characterised by low liquidity, high minimums and long capital lock-up periods. For this reason, it has historically been the preserve of large institutional investors, like pension funds and sovereign wealth funds. New fund structures have now emerged, making the funds more accessible to eligible investors.
How exactly do they work? This short video explains what Private Equity is, who can invest, its risks and benefits.
Wealth Club Portfolio Service
The Wealth Club Portfolio Service is designed to provide high net worth and sophisticated investors with a best-value, sensible long-term home for their wealth.
You can choose from five portfolios – Conservative, Balanced, Growth, Adventurous Growth and Income – we manage them for you. Watch the video to find out about manager Jonathan Moyes’s track record, investment philosophy and more.