Skip to main content

This website uses cookies which are essential for the site to work. We also use non-essential cookies to help us improve our services.

Accept cookies Find out more about cookies
WealthClub logo
  • Home
  • About
  • Free resources
  • Register for deals
  • Investment Portal
Contact us
Call us on: 0117 929 0511
  • VCT

    Venture Capital Trusts

    VCT in a nutshell

    Invest in VCTs and help small, fledgling companies grow. Receive enticing tax breaks: up to 30% tax relief against your income tax bill, tax-free dividends and tax-free growth.

    Current Offers

    • Our choiceDraper Esprit VCT
    • Our choiceMaven Income and Growth VCTs
    • Our choicePembroke VCT
    • Blackfinch Spring VCT
    • Calculus VCT
    View all VCT offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    VCT information

    • VCTs Explained
    • VCT Tax Relief
    • How to claim VCT tax relief
    • Watch video interviews with VCT managers
    • Video explainer: What are VCTs?

    Free factsheet: VCTs at a glance

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

    Get the factsheet
  • EIS

    EIS Investments

    EIS in a nutshell

    Invest in small companies and receive an income tax rebate of up to 30%. You can also defer capital gains from elsewhere and qualify for IHT relief.

    Current Offers

    • Our choiceAcamar Films EIS (Bing)
    • Our choiceDeeR Technology EIS
    • Our choiceFuel Ventures Follow-on EIS Fund
    • Our choiceGuinness EIS
    • Our choiceMMC Knowledge Intensive Approved EIS Fund
    View all EIS offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    EIS information

    • EIS Explained
    • EIS Tax Relief
    • How to claim EIS tax relief
    • Single company EIS
    • Expert roundtable: Investing in university spinouts
    • Watch video interviews with EIS managers
    • Video explainer: What are EIS investments?

    Free factsheet: EIS at a glance

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

    Get the factsheet
  • SEIS

    SEIS Investments

    SEIS in a nutshell

    Help start-up companies get off the ground and for every £1 you invest, save up to 64p in income and capital gains tax. You also qualify for IHT exemption, potentially saving up to another 40p per £1 you invest.

    Current Offers

    • Our choiceHaatch Ventures Seed Enterprise Investment Fund
    • Our choiceStartup Funding Club SEIS Fund
    • Arrive RLC Ventures SEIS Tech Fund III
    • British Design Fund 3 SEIS/EIS
    • British Robotics Sidecar Fund
    View all SEIS offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    SEIS information

    • SEIS Explained
    • SEIS Tax Relief
    • How to claim SEIS tax relief
    • Watch video interviews with SEIS managers
    • Video explainer: What are SEIS investments?

    Free factsheet: SEIS at a glance

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

    Get the factsheet
  • AIM IHT ISAs

    AIM ISA IHT Portfolios

    AIM ISA in a nutshell

    If you’re happy to take significant investment risk, you could pass your ISA on to your loved ones without the taxman taking 40% in Inheritance Tax. Keep control of your portfolio and make tax-free withdrawals if you need.

    Current Offers

    • Our choiceOctopus AIM IHT ISA
    • Blankstone Sington AIM IHT ISA
    • Downing AIM Estate Planning Service ISA
    • Fundamental AIM IHT ISA
    • Puma AIM IHT ISA
    View all AIM ISA offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    AIM ISA information

    • Inheritance tax and ISAs
    • AIM ISAs Explained
    • Expert roundtable: Investing in AIM for Inheritance Tax relief
    • Watch video interviews with AIM ISA managers
    • Video explainer: AIM ISAs

    Free report: How to make your ISA IHT free

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

    Get the free report
  • IHT

    Inheritance Tax Portfolios

    IHT in a nutshell

    If you're willing to take investment risk, pass on more of your wealth to your loved ones tax free. Retain control of your wealth in your lifetime. Save up to 40% Inheritance Tax

    Current Offers

    • Our choiceOctopus Inheritance Tax Service
    • Downing Estate Planning Service
    • Seneca Vintage
    View all IHT offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    IHT information

    • IHT Rules
    • IHT Portfolios Explained
    • Watch video interviews with IHT portfolio managers
    • Video explainer: What are IHT portfolios?

    Free guide: How to beat the inheritance tax trap

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

    Get the guide
  • Alternatives
  • Featured Offers
  • Inheritance Tax Centre
  • Investment Portal
  • Home
  • About
  • Free resources
  • Register for deals
  • Home
  • Videos

Videos

  • View all
  • WealthClub
  • EIS
  • SEIS
  • VCT
  • AIM
  • IHT-portfolios
  • AIM-IHT-ISA
  • Manager-Interview
  • Explainer
  • single-company
  • expert-panel
  • alternative-investments

Videos tagged with: AIM-IHT-ISA

What is an AIM Inheritance Tax ISA?

Alex Game, Unicorn AIM IHT Service

Richard Power, Octopus AIM Inheritance Tax Service

Oliver Brown, R C Brown AIM Inheritance Tax service

Investing in AIM for Inheritance Tax relief

Puma AIM Inheritance Tax Service – manager interview
Products
  • VCTs
  • EIS investments
  • SEIS investments
  • IHT Portfolios
  • AIM ISAs
  • Register for deals
Member of UK Business Angels Association
Free Resources
  • Articles, news & reviews
  • Free guides
  • Videos
Member of Enterprise Investment Scheme Association
Company
  • About us
  • Press & media
  • Contact us
  • Call: 0117 929 0511
  • Find us on:
  • Twitter
  • LinkedIn
  • Youtube

Awards

Winner Growth Investment 2019 Awards
Member of UK Business Angels Association Member of Enterprise Investment Scheme Association

Wealth Club Membership

When you request 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 similar products and services. There are no costs or obligations attached to your membership and you can cancel it at any time or object to us processing your data by contacting us. Your personal data will remain confidential, and will never be passed to any other company, unless required by law.

Important Notice

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.

  • Terms of Business [PDF]
  • Risks and Commitments
  • Privacy Notice
  • Cookie Policy
  • Press and media enquiries

Copyright © Wealth Club 2021. Wealth Club Limited is authorised and regulated by the Financial Conduct Authority, register number 725176. Registered Office: 20 Richmond Hill, Bristol, BS8 1BA. United Kingdom. Registered in England and Wales, number 09831162

Investment Portal

Christmas opening hours: You can invest as usual throughout the festive period. Telephone lines will close on 24 Dec (noon) and reopen on 4 Jan (9am).

×