The Tax-Efficient Investor – by Wealth Club

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Meet the managers – Venture Capital Trusts, EIS and SEIS funds, AIM Inheritance Tax portfolios, forestry, and more. Find out what goes into their investment decisions, learn about some of the companies they’re backing, and why you should consider trusting them with your wealth. For UK individuals only who are experienced investors. This podcast is brought to you by Wealth Club, the UK’s largest specialist investing service for non-advised investors. Find out more at https://www.wealthclub.co.uk/.

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    • Mar 22, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 19m AVG DURATION
    • 27 EPISODES


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    Latest episodes from The Tax-Efficient Investor – by Wealth Club

    Meet the manager: David Hall, British Smaller Companies VCTs

    Play Episode Listen Later Mar 22, 2023 24:17


    We sit down with David Hall of YFM Equity Partners to talk Venture Capital Trusts, the economy, fast-growing businesses, interest rates, labour shortages and 40 years of investing in small but growing UK companies. In this interview: About YFM Equity Partners and David Hall What do the British Smaller Companies VCTs aim to do for investors? What makes an investible management team? Recent investments Plandek, Biorelate, Vuealta Maturing investments Outpost VFX and Matillion What help do entrepreneurs need for scaling up their business? Economic challenges of 2022-2023 Three things affecting valuations right now Biggest challenge investors face at the moment How risky are VCTs? A recent exit – Springboard Ultimately why should investors consider British Smaller Companies VCTs? For more details on British Smaller Companies VCTs, including documents & how to invest, see https://www.wealthclub.co.uk/y/british-smaller-companies/. IMPORTANT The opinions expressed in this interview are the subject's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager: Octopus Titan VCT – Malcolm Ferguson, Octopus Ventures

    Play Episode Listen Later Mar 16, 2023 22:46


    How does the manager of UK's largest Venture Capital Trust view the current economic landscape? How do moves in the main stock market affect VCTs and their portfolio? And where is one of Europe's biggest venture capital teams seeing opportunity currently? We spoke to Malcolm Ferguson of Octopus Ventures – the backer of Depop, Zoopla, Graze, Cazoo and ManyPets – about Octopus Titan VCT and the companies in its portfolio. In this interview: About Octopus Ventures What is Octopus Titan VCT? Three types of founders the VCT likes Investing in Minimum (carbon footprint measurement and reduction) Investing in Tatum (blockchain application development tool) Investing in Skin+Me (personalised skincare) Investing in Big Health (digital health app) Investing in ManyPets (top five insurer in the UK) “The funding is the easy bit” – what other support do founders get? Three core KPIs in venture capital What happens in a recessionary environment that benefits early stage? How much cash runway is there in the portfolio? “A drastic shift in the mindset“ – what's changed in venture capital in 2022? How high are the risks for early stage investing? Exits – Depop, WaveOptics, Glofox Performance, public markets and Cazoo Ultimately why might experienced investors consider Octopus Titan VCT? IMPORTANT: The opinions expressed in this podcast are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    How I choose shares — Charlie Huggins, Wealth Club Quality Shares Portfolio

    Play Episode Listen Later Mar 9, 2023 21:45


    Charlie Huggins talks to founder Alex Davies about the new Wealth Club Quality Shares Portfolio – a discretionary share portfolio managed by Charlie exclusively for Wealth Club investors. In this interview: What does this discretionary share portfolio aim to offer investors? Three things that differentiates Charlie's approach Definition of a great business Company examples, including Diploma plc and Croda International The types of companies Charlie will avoid How important are share prices / company valuations? Why hold a small number of companies? Why culture is so important in a company – and how to assess it A day in the life of a fund manager Views on the fund management industry as a whole Why might experienced investors consider the Quality Shares Portfolio as part of their overall strategy? Watch the video now to learn more… IMPORTANT: This interview outlines Charlie's investment views. It is not a personal recommendation to buy, sell or hold any of the investments mentioned. Experienced investors should form their own considered view or seek advice if unsure. Charlie personally holds shares in Croda and Diploma. With investments comes risk – shares can go down as well as up in value, and you could lose your capital. If you are unsure, please seek financial advice.

    Meet the manager: Richard Power, Octopus AIM IHT Service

    Play Episode Listen Later Mar 3, 2023 17:05


    We talk to Richard Power of Octopus Investments about investing in AIM shares to mitigate Inheritance Tax. AIM shares can be held in an ISA or as a standalone IHT portfolio. AIM-listed companies qualify for additional tax breaks in order to encourage people to invest in smaller UK growth companies. Octopus aims to put together a portfolio of these to provide investors with capital growth and also qualify from Business Relief (neither are guaranteed). What can an investor can expect from the Octopus approach? What makes this investment portfolio different from others? In this interview: Types of AIM companies the service invests in – and companies and sectors they avoid Investing in RWS Holdings (localisation and translation services), Keywords Studios (service provider to the video gaming industry) and Renew Holdings (maintenance for key infrastructure in the UK) AIM's had a challenging year – how has the portfolio been affected? Is economic distress showing in the portfolio? Has the environment changed the way the Octopus team invests? When and how do you look to sell a stock? (with examples CVS Group, EMIS Group and Joules) How risky is investing in AIM? IMPORTANT: The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM investments are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager – Judith MacKenzie, Downing AIM Estate Planning Service

    Play Episode Listen Later Feb 28, 2023 14:28


    About Judith MacKenzie and Downing Fund Managers What types of AIM companies is the portfolio looking for? Why Judith holds Ashtead Technology, Tracsis and Anpario AIM volatility – how is that affecting the portfolio? Growth vs value How and when to sell a stock How risky is investing in AIM? IMPORTANT: The opinions expressed in this interview are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Primary opportunities on AIM: Oliver Brown, RC Brown Investment Management

    Play Episode Listen Later Feb 24, 2023 9:39


    We talk to Oliver Brown of RC Brown Investment Management about choosing AIM shares for IHT mitigation. In this interview: “Primary opportunities” – what are they and why? Why Oliver invested in FRP Advisory (corporate restructuring), Saietta (electric drive systems) and Elixirr (business consultancy) Quality and quantity of current investment opportunities Selling a stock – when's the right time to do it? How risky is an AIM portfolio? IMPORTANT The opinions expressed in this interview are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk and less liquid than main stock market investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the managers: Chris Pease and Josh Northrop, Whitman AIM Inheritance Tax portfolio

    Play Episode Listen Later Feb 22, 2023 16:57


    “We are first and foremost choosing a portfolio of high-quality UK smaller cap growth stocks. It just so happens that this portfolio qualifies for these great tax breaks on inheritance tax…” Chris Pease and Joshua Northrop explain Whitman Asset Management's approach to building an AIM IHT portfolio for experienced investors. In this interview: A brief intro to Whitman Asset Management About Christopher and Joshua What does the AIM IHT Portfolio aim to do for investors? What types of companies does it invest in? Companies and sectors Whitman avoids Why they hold Tracsis and Lok'N Store How has AIM volatility affected the portfolio? Key challenges at present When and why to sell a stock How risky is investing in AIM? Ultimately, why consider Whitman AIM IHT Portfolio? IMPORTANT: The opinions expressed in this interview are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk and less liquid than main stock market investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager: Tom Makey, Baronsmead VCTs

    Play Episode Listen Later Jan 31, 2023 12:58


    We talk to Tom Makey of Gresham House Ventures about the Baronsmead VCTs. What sets their VCTs apart from others? What are some recent investments, maturing portfolio companies, and exits? And how is the macroeconomic environment affecting their investments? Listen to learn more… For more details on Baronsmead VCTs, including documents & how to invest, see https://www.wealthclub.co.uk/y/baronsmead-vcts/. In this interview: Intro to Gresham House Ventures and Tom Makey What do the Baronsmead VCTs aim to do for investors? What types of companies do they invest in? How is the macroeconomic environment affecting investments? What's the biggest challenge for a manager currently? How risky is an investment in Baronsmead VCTs? How have the VCTs been performing lately? IMPORTANT The opinions expressed in this podcast are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    tax vcts
    Meet the manager: Matt Currie, Seneca Growth Capital VCT

    Play Episode Listen Later Jan 23, 2023 25:45


    We meet Matt Currie, partner at Seneca, to talk about Seneca Growth Capital VCT. The “B” Share class launched in 2018 and targets a hybrid portfolio of AIM and private company investments. How is it going this year? What sort of investments have they made lately and what is happening within the portfolio? For more details on Seneca Growth Capital VCT, including documents & how to invest, see https://www.wealthclub.co.uk/y/seneca-growth-capital-vct/. In this interview: Background to Seneca Partners and Matt CurrieWhat does the VCT aim to do for investors?What types of companies does Seneca invest in?Investing in Northcoders (technology focused training business)Investing in Alderley Lighthouse Labs, diagnostic testingInvesting in Solascure - chronic wound therapyInvesting in Vizibl – supply chain monitoringHow does Seneca work with companies besides funding them?How is the macroeconomic environment affecting investments?ValuationsWhat's the biggest challenge for a manager currently?How risky is an investment in the VCT?Performance of the VCT to dateTo sum up – why consider Seneca Growth Capital VCT?IMPORTANT The opinions expressed in this podcast are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager – Dr Nigel Pitchford, Thames Ventures VCT2 Healthcare

    Play Episode Listen Later Jan 20, 2023 22:35


    Meet the manager: Dr Nigel Pitchford, head of Healthcare Ventures at Downing LLP, talks about investing in healthcare companies. Dr Pitchford's team manages the specialist Healthcare share class of Thames Ventures VCT 2. His own track record encompasses spells at 3i Group plc, Molten Ventures, Imperial Innovations and ieso. In this interview: What kind of companies “can make a real impact on people and their lives today, not in 20 years time”? Investing in Cydar Medical and FundamentalVR Besides funding, what practical help can Downing give companies? Does the current economic environment affect these types of investments? How risky is this part of the market? Exits (incl. Future Health Works / msk.ai) and performance of the VCT as a whole Ultimately, why might experienced investors consider investing in Thames Ventures VCT2 Healthcare? IMPORTANT: The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. If you're unsure an investment is right for you, please seek professional advice.

    Why invest on AIM for Inheritance Tax planning?

    Play Episode Listen Later Jan 18, 2023 27:04


    We talk to three fund managers about investing in AIM shares for inheritance tax purposes. As the UK's junior stockmarket, AIM contains a diverse mix of more than 800 companies – ranging from mature family-owned businesses to innovative growth-focused companies and even some billion-pound firms with global revenue streams. Alongside the fundamental reasons for considering investing in these companies, there is another attraction for experienced investors with large estates – certain AIM shares also qualify for inheritance tax relief if held for more than two years. AIM shares can also be included within an ISA, giving investors three tax benefits in one. With inheritance tax bills hitting a record high of £6.1 billion last year, it is no surprise to see AIM portfolio services are in high demand from wealthy investors. But is now a good time to be investing in AIM? And what should investors consider before making an investment? Joining us to discuss this are three experienced AIM market fund managers: Christopher Pease from Whitman Asset Management, Stephen English from Stellar Asset Management, and Joe Cornwall from Puma Investments. IMPORTANT: The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk and less liquid than those on the main stock market. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager – Rupert West, Puma VCT 13

    Play Episode Listen Later Jan 11, 2023 18:30


    We talk to Puma Investments' head of private equity Rupert West about Puma VCT 13, which launched in 2018. What makes this venture capital trust different? In this interview: Intro to Rupert and Puma Investments What does VCT 13 aim to do for investors? What is Puma looking for in companies it will invest in? A key question for management teams What does Puma mean by transformational change? Investment in Muso – anti-piracy business focused on streaming Investment in Influencer – platform for influencer marketing What Puma does practically to help portfolio companies succeed?How is the economic climate affecting how Puma invests?What has happened to valuations this year?Biggest challenge faced currently? 14:19 Risks Exits, including Tictrac (B2B health and wellness app)Recent performance of the VCT Summary: why should investors consider Puma VCT 13?IMPORTANT The opinions expressed in this podcast are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager – Fred Ursell, Pembroke VCT

    Play Episode Listen Later Jan 5, 2023 13:29


    We talk to Fred Ursell of Pembroke Investment Managers about their Venture Capital Trust, which launched in 2013 and has recently delivered profitable exits. In this episode: 0:00 About Pembroke Investment and the Pembroke VCT 1:58 What types of companies does Pembroke VCT invest in? 2:50 What makes a great management team? 3:59 What is EQ and why is it important? 4:32 Investing in Vieve, makeup business founded by Jamie Genevieve 5:48 Investing in Bloobloom, eyewear direct retail 6:53 Maturing holdings N Family Club and Popsa 8:05 How does Pembroke help investee companies besides funding? 9:33 Greatest challenge for an investor at the moment 10:22 Risks and failure rate of companies 10:59 Exits (ME+EM), performance, and dividends 12:23 Ultimately why should investors consider Pembroke VCT? IMPORTANT: The opinions expressed in this podcast are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager – Reuben Wilcock, Blackfinch Spring VCT

    Play Episode Listen Later Jan 4, 2023 16:52


    We talk to Dr Reuben Wilcock of Blackfinch Ventures, manager of Blackfinch Spring VCT. A relatively new Venture Capital Trust, it has built up a portfolio of 19 companies and its management team has founder experience. In this interview: What does Blackfinch Spring VCT aim to do for investors? What types of companies go into the VCT? Why do they look for “a hacker, hustler, and a hipster”? Investing in Currensea, Placed, Illuma and Tended Besides funding what does Blackfinch do to help companies succeed? Are volatile financial markets affecting the portfolio? Valuations Exit potential Risks, performance and dividend target To sum up, why might investors consider Blackfinch Spring VCT? IMPORTANT The opinions expressed in this podcast are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager – Karen McCormick, ProVen VCTs

    Play Episode Listen Later Dec 21, 2022 12:56


    For more details on ProVen VCTs, including documents & how to invest, see https://www.wealthclub.co.uk/y/proven-vcts/IMPORTANT The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Why invest in Venture Capital Trusts? We ask three experts…

    Play Episode Listen Later Dec 13, 2022 17:07


    VCTs – Venture Capital Trusts – are more popular than ever with experienced investors, who put over £1 billion into VCT share offers in the last tax year. But the UK is now facing a far more challenging economic environment. Can VCTs continue to build on recent successes? How will today's economic headwinds affect the small businesses VCTs invest in? And what does the future have in store for VCTs? We get the views of three respected and long-standing VCT managers: Will Fraser-Allen, managing partner of Albion Capital (manager of the Albion VCTs) and also the current chair of the Venture Capital Trust Association; Maria Wagner, partner at Beringea, manager of the ProVen VCTs; Jamie Roberts, partner at YFM Equity Partners, manager of the British Smaller Companies VCTs. What do VCTs do for individual investors, small businesses and the UK economy? Is now a good time to invest? Listen now to learn more… For more details on VCTs, see https://www.wealthclub.co.uk/about-vcts/. IMPORTANT The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are high risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Why invest in SEIS? We ask two VCs and a founder…

    Play Episode Listen Later Dec 7, 2022 19:24


    Joined by investors Dominic Keen and Angelika Burawska and seed-funded startup founder Aran Bates, Wealth Club's Alex Davies takes a behind-the-scenes look at seed-stage investing in the UK, and the impact the Seed Enterprise Investment Scheme (SEIS) has on entrepreneurship and the wider UK economy.Introduced in 2013, the SEIS aims to encourage experienced investors to invest in very early stage companies. Because of the high risks, the scheme provides tax incentives including income tax relief and capital gains tax relief of up to 50% of the sum invested. SEIS investment may be among the first equity funding these small, often technology-focused companies receive. We talk to two leading SEIS fund managers – Angelika Burawska from SFC Capital and Dominic Keen from Britbots – and Aran Bates, co-founder of Hydrologiq, a startup that's recently received seed funding from both SFC and Britbots. IMPORTANT: The opinions expressed in this video are the panellists' own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. SEIS investments are high risk and illiquid. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.In this interview: 0:00 What is the Seed Enterprise Investment Scheme (SEIS)?1:08 Meet the founder and two investors1:28 Why is SEIS such a good scheme? 2:36 What are the six main tax benefits? 3:44 Founder perspective: what was it like raising investment with SEIS? 4:57 What appealed to investors about Hydrologiq? 6:12 How important are SEIS reliefs in motivating early investors? 7:00 Is Hydrologiq a typical example of an SEIS investment? 8:48 Economic climate in 2022 – how's this affecting SEIS investors and companies? 11:55 Where are the interesting opportunities in today's economy? 13:26 Biggest challenges for SEIS investors at the moment? 15:01 How hard is it for seed stage companies to raise money? 16:13 How easy a place is the UK to set up a business? 17:17 Is it a good time to invest under SEIS? Please Subscribe for more tax-efficient investment podcasts.

    How I choose AIM shares in this market – Stephen English, Stellar AIM Inheritance Tax service

    Play Episode Listen Later Nov 25, 2022 27:20


    The Stellar AIM ISA IHT service takes a different approach to choosing AIM stocks than many of its peers, focusing on smaller-cap companies. In this exclusive video interview, stock picker Stephen English explains their methodology and the reasons why he believes this approach will add value over time. We discuss: What is the current economic environment like for an AIM stock picker? How does investing on AIM resemble being a pilot? Why does Stellar seek out founder-led businesses? Example investments: H&T Pawnbrokers, Franchise Brands, Begbies Traynor, Alpha FX Why is Stephen starting to look again at “fallen angels” on AIM? When does he think is it time to sell a stock? How risky is investing in AIM? What makes some fund managers like the Grand Old Duke of York? Why should experienced investors looking to invest in an AIM Inheritance Tax Service consider Stellar's? For more details on Stellar AIM Inheritance Tax Service, including documents & how to invest, see https://www.wealthclub.co.uk/aim-iht-isas/stellar-aim-isa/. IMPORTANT The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk and less liquid than main stock market investments. Capital is at risk. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    How I invest in a recession – Charlie Huggins

    Play Episode Listen Later Nov 18, 2022 10:21


    Should investors fear a recession? What sort of companies might be more resilient when things get tough? A conversation with Wealth Club's Head of Equities, Charlie Huggins. IMPORTANT: This interview outlines Charlie's investment views. It is not a personal recommendation to buy, sell or hold any of the investments mentioned. Experienced investors should form their own considered view or seek advice if unsure. Charlie personally holds shares in Diageo and Next. This video is original Wealth Club content. In this interview 0:00 Introduction to Charlie Huggins 1:17 The outlook for UK economy 2:07 How does uncertainty change an investor's thinking? 2:45 What makes a business resilient? 3:39 Why cash flow is vital 4:33 Are resilient businesses immune to current economic headwinds? 5:24 Should investors avoid more cyclical businesses? 7:32 Should investors focus on just the numbers? 8:46 Recession – something to be feared?

    Meet the manager: Richard Court, Octopus Apollo Venture Capital Trust

    Play Episode Listen Later Nov 14, 2022 19:47


    For more details on Octopus Apollo VCT, including documents & how to invest, go here....IMPORTANT The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice. In this interview: 0:00 Intro to Richard Court and Octopus Ventures 1:16 About Octopus Apollo VCT – what it aims to do for investors 1:51 Types of companies Apollo looks to invest in 3:54 What makes a good management team for a B2B software business? 5:10 Investing in Mention Me – referral engineering platform 6:14 Investing in Fergus – software platform for tradespeople 6:55 Investing in Natterbox – cloud telephony provider 8:11 Besides funding, what does Octopus do to help companies succeed? 9:41 How is the current environment affecting the way Apollo invests? 11:03 How is the economic dip affecting portfolio companies?12:06 Has the portfolio been revalued, given the falls in stock markets? 13:24 What's the biggest challenge for a manager at present? 14:16 How many companies in the portfolio would you expect not to make it? 15:30 Recent exit: Veeqo – inventory management software 17:05 Performance of the VCT and dividend targets 18:16 Summary – why should investors consider Octopus Apollo VCT?

    Investing in the Leisure sector: Paul Bedford, Edition Capital

    Play Episode Listen Later Oct 20, 2022 14:41


    Meet the manager: Paul Bedford of Edition Capital talks about the new Edition VCT. Edition Capital is a specialist investor in the leisure & entertainment sector. Why are they launching a VCT, and why now? What opportunities and risks do they see in the sector at present? In this podcast we find out about the investment team's collective background (including experience at Simon Fuller's 19 Entertainment and Cream Group) and some examples of previous and current investments (including Social Pantry, Incipio, and Impresario Festivals). Paul tells us how the challenging economic environment is affecting portfolio companies and investors, and what he sees as the outlook for leisure businesses in the longer term. Ultimately, why might experienced investors consider Edition VCT? Listen now to learn more. IMPORTANT: Opinions expressed are the interviewee's own & do not necessarily reflect views of Wealth Club. These interviews, like our service, are not advice. Venture Capital Trusts are high risk; you could lose your capital. If unsure an investment is for you, seek advice For details on Edition VCT – our review, documents, and how to invest – please see https://www.wealthclub.co.uk/venture-capital-trusts/edition-vct/.

    investing capital sector leisure vct simon fuller wealth club paul bedford
    NEW Meet the manager: Oliver Bedford, Hargreave Hale

    Play Episode Listen Later Oct 12, 2022 16:29


    For more details on Hargreave Hale AIM VCT, including documents & how to invest, see https://www.wealthclub.co.uk/y/hargreave-hale/. IMPORTANT The opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice. In this interview: 0:00 About Oliver Bedford and Hargreave Hale AIM VCT 1:25 Advantages of an AIM VCT compared to a generalist VCT 3:49 What type of companies does the VCT want to invest in? 4:52 A recent investment: Arecor 5:48 Recent investment: Eneraqua 6:18 Recent investment: Equipmake 6:55 A maturing company: Eagle Eye 7:50 Another maturing company: Surface Transforms (carbon ceramic brake discs) 8:30 Exits: 12 in the last twelve months 9:02 Selling Ideagen – good outcome but sad to lose a high quality company 9:42 Challenging times on AIM – how's that affecting the portfolio? 11:11 How is deal flow and can companies still raise funds on AIM? 12:44 What's the outlook for AIM over the longer term? 14:32 Ultimately, why should investors consider Hargreave Hale AIM VCT?

    Anaphite webinar Q&A – audio

    Play Episode Listen Later Jun 28, 2022 35:42


    From the Anaphite webinar recorded over Zoom on 27 June 2022. For more details on Anaphite EIS, including documents & how to invest, please visit https://www.wealthclub.co.uk/eis-investments/anaphite-eis/. IMPORTANT: Opinions expressed in this recording are the founders' own and do not necessarily reflect the view of Wealth Club Limited. EIS investments are high risk and illiquid. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Charlie Huggins – Diploma plc – Business Breakdowns podcast

    Play Episode Listen Later Jun 15, 2022 50:26


    Charlie Huggins, head of equities at Wealth Club, appears on the Business Breakdowns podcast with Matt Russell to break down his reasons for considering Diploma Plc shares for an investment portfolio.

    Technology and life sciences EIS funds – Louise Farley, partner, Deepbridge Capital

    Play Episode Listen Later May 24, 2021 15:23


    Louise Farley, partner at Deepbridge Capital, joins us to discuss the Deepbridge Technology Growth EIS fund and the Deepbridge Life Sciences EIS fund. Both funds invest in companies with significant IP that require between £1–3 million investment. What kind of companies typically go into their EIS portfolios? What kind of exits could an investor hope to achieve? What sort of a year have the portfolio companies had with the Covid-19 pandemic? Ultimately, why should EIS investors entrust their money to Deepbridge? Alex Davies, founder and chief executive of Wealth Club, interviews Louise to find out.

    Meet the manager: Warren Rogers, Downing Ventures

    Play Episode Listen Later Jan 12, 2021 14:46


    Warren Rogers is the new head of Downing Ventures. In this episode he talks to Alex Davies of Wealth Club about Downing ONE VCT. We cover: Warren's background as an investment banker, tech founder and VC; 1:21 Downing ONE VCT: what does it aim to do for investors? 1:46 Anatomy of a Downing Ventures investee. What type of businesses does the Ventures team look for? Some examples – investing in Parsable and Cornelis Networks 4:36 What's the impact of Covid-19? 5:21 “Right now I see almost nothing but opportunity” – here's where and why… 6:21 Downing Ventures' new thematic approach to investing: Enterprise, Deep tech, Healthcare 8:05 “Just because you have money to invest, it means almost nothing” – what else does Downing add? 9:48 Risks: “In my world of ventures […] we address this through an approach that's wholly different” 13:28 Ultimately, why should VCT investors choose Downing ONE? For more details on Downing ONE VCT, including documents & how to invest, see https://www.wealthclub.co.uk/y/downing-one-vct/. IMPORTANT The opinions expressed in this podcast are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could get back less than you invest. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

    Meet the manager: Richard Power, Octopus AIM Inheritance Tax Service

    Play Episode Listen Later Jan 6, 2021 14:09


    Did you know AIM-quoted companies qualify for additional tax breaks, including IHT relief, in order to encourage people to invest in small growth companies? These companies could be significant drivers of future GDP growth and employment in the UK, so the government lets investors in certain AIM companies benefit from Business Property Relief which means that the value of their portfolio will fall outside of their estate for inheritance tax purposes after two years, as long as it's held at the time of death. What's more, AIM companies can be held in an ISA – giving you three tax benefits in one. We talk to Richard Power of Octopus Investments to find out about investing on AIM for inheritance tax relief. What sort of AIM companies is Richard and his team investing in? And how Covid-19 has affected the portfolio – for better or for worse? Octopus AIM Inheritance Tax Service puts together a portfolio of companies to provide investors with first and foremost a growth portfolio, but also to benefit from this IHT relief. It is one of the biggest and best known services of its kind, so where better to start our podcast series than by talking to Richard. You can find out more details on Octopus AIM Inheritance Tax Service, including documents & how to invest, at https://www.wealthclub.co.uk/y/octopus-aim-iht/. Here are some of the highlights: 0:00 What does Octopus AIM Inheritance Tax service do for investors? 1:39 About Octopus and where it has built its reputation 2:35 What specific type of business do they look for? 3:16 What gives a company resilience during periods of economic headwinds? 3:50 AIM has evolved a great deal over the last 10 years 4:20 Investing in Learning Technologies Group 5:15 Investing in Dot Digital 5:59 A ‘stalwart' AIM investment: RWS Holdings plc 7:01 The discipline of when to sell an AIM stock 8:02 What kind of companies do they steer clear from? 9:05 How has the Covid-19 pandemic affected the portfolio? 10:41 Is now a good time to invest in AIM? 11:52 How risky are AIM shares? 12:53 Ultimately why should investors concerned about IHT put some of their money with Octopus? IMPORTANT The opinions expressed in this episode are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk, more volatile and less liquid than mainstream investments. You could get back less than you invest. Tax rules can change and tax benefits depend on your circumstances. If you're unsure an investment is right for you, please seek professional advice.

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