Podcasts about vcts

Twenty-nine-year-old Faye has made some sensible investing decisions and … some more outlandish ones. Should this high-earning City worker, who's dabbled in everything from cryptocurrency to novelty number plates, get a little bit more serious about how she invests? Presenter Claer Barrett, the FT's consumer editor, is joined by Adam Walkom, co-founder of financial planning firm Permanent Wealth Partners, and Nimesh Shah, CEO of accountancy firm Blick Rothenberg. They speak to Faye about tax-efficient vehicles (such as like venture capital trusts), the six-figure salary tax trap, and why there's nothing wrong with having a bit of fun investing.Disclaimer: the Money Clinic podcast is intended as a general discussion about investing, and is not intended as financial advice or any kind of investment recommendation. Everybody's financial situation is different. You should always do your own research before you make any investment decisions. If you would like to be a guest on a future episode of Money Clinic, email us at money@ft.com or send Claer a DM on social media — she's @ClaerB on Twitter, Instagram and TikTok.Want more? Free links:Read more about the 60% tax trap here: https://on.ft.com/4i15aaURead Claer's tips about other ways to avoid the 60% trap apart from paying more into your pension: https://on.ft.com/41glLjCFor a primer in how VCTs work - and the pros and cons for investors - see this FT article: https://on.ft.com/41lhpYBPresented by Claer Barrett, produced by Mischa Frankl-Duval, with mix and sound design from Breen Turner and Joe Salcedo. The executive producer is Manuela Saragosa. Cheryl Brumley is the FT's head of audio.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Welcome to the first episode of the AJ Bell Money & Markets Deep Dive podcast. This is a new series which will take a long look at some of the key issues in markets and personal finances. First up we'll be diving into a subject which will affect almost everyone – taxes. Personal taxes are on the rise and we'll be looking at some of the main ways you can save tax on your savings and investments. The tax burden is on course to reach a historic high of 38.2% of GDP by 2029. Laith Khalaf speaks to Carl Emmerson, Deputy Director of the Institute for Fiscal Studies about how we got here, and whether more tax rises are on the way. [11:05] ISAs have been a hugely successful savings and investment account since their launch in 1999. Laith Khalaf and Charlene Young discuss the merits of ISAs and whether people in the UK are holding too much cash. [30:08] Tom Selby, Director of Public Policy at AJ Bell joins the pod to discuss another important tax shelter: pensions. We ask him whether a pension is better than an ISA, and if the government might look to take away some of the generous tax relief currently attached to pensions. [40:02] There are other ways to save tax too. Laith and Charlene discuss family finances, VCTs and the 60% tax trap. [59:08]

In the latest In Conversation With episode, Kimberley Dondo sits down with Will Fraser-Allen, Managing Partner of Albion Capital, to explore the evolving world of venture capital trusts (VCTs). From his journey in the VC sector to the key trends shaping the 2025 market outlook, Will shares invaluable insights on macroeconomic influences, fundraising challenges, and compelling opportunities for advisers. Whether you're navigating portfolio diversification or preparing for industry shifts, this conversation is packed with actionable advice and forward-thinking strategies. Listen now:  

We've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this podcast, which qualifies for 30 minutes CPD, editor Simoney Kyriakou is joined by Jack Rose, head of sales for Triple Point, and Diana French, the retail strategy director. By the end of this 30 minute podcast, you should be able to: Outline the biggest changes to tax policy from the Budget; explain how the changes affect IHT planning; and describe some of the ways that VCTS are being used for investment portfolios. Hosted on Acast. See acast.com/privacy for more information.

It's time for another listener Q&A! This time we cover paying off student loans, old pensions, alternative to pensions and ISAs and much more. Shownotes: https://meaningfulmoney.tv/QA2    00:40   Sophie - My question is that I am about to start earning a lot more than I thought I was as a graduate. I have always been told to ignore my student loans by my parents as it's essentially a tax, but looking at some calculators I would pay it all off in 25 years before it gets cleared and pay more than double the £45,600 in interest. I'm thinking of trying to overpay it off more quickly than that as it seems very big to have especially with 7.3% interest rate. I'm not sure if I should prioritize this, as I could start now, but as I'm starting work I'm still very uncertain of what to save and how I should treat this debt. Or should I not worry about it this early on? 06:55   Ellie - My partner recently traced a pension from an old employer. When he contacted the company they told him the pension was all paid out to him when he left the company, 9 years ago. He was 28 at the time. Is that possible? I believed it wasn't possible to access pensions until 10 years before state pension age. The exceptions I'm aware of (certain types of job/illness) aren't relevant here. I can't believe this pension would have had particularly special properties. It was while he was working for Experian. He doesn't remember receiving a lump sum, and is checking with his bank (it's too far back to see online). Did the person he spoke to just make a mistake? He is reluctant to go back to them without anything concrete, and it is hard to trust what they say. Any advice on what to do next? 12:15   Joanne - I am a higher rate tax payer and contribute to a SIPP on top of my employer pension (very generous DB scheme) to keep my earnings underneath £100k so that I can benefit from free childcare hours and about the 60% tax trap bracket between £100-£125k. However, I am now breaching the annual £60k pension allowance and so end up paying significant tax on the additional pension contributions in my self assessment. I am so aware that this is a privileged position to be in and want to contribute my fair share of tax but I wondered what other channels I should be exploring to be as tax efficient as possible please (I have never dabbled in VCTs!) 18:44   James - How do I weigh up the relative value of AVC on my DB pension rather than investing in a LISA or S&S ISA where I retain my capital? 22:25   Giles - I have fallen into the 60% tax trap on a number of occasions, to mitigate this I have tried to top up my pension to get my earnings below 100k to reduce my tax bill. Being the main earner and with 2 very expensive teenagers I don't have enough spare cash to do this easily so have taken the money out of a S+S ISA in the past. I know this shifts the balance of my assets massively into pensions but it seems worth it to reduce tax. My question being is this a reasonable plan? Is it a good idea to do this or am I better keeping retirement options more flexible with a larger ISA pot?

This month's bonus podcast from the AJ Bell Money & Markets team on investment trusts explores the underperformance at the UK's biggest investment Trust, Scottish Mortgage, and looks at why investors are becoming less enthused with ESG. Danni Hewson catches up with Dale Nicholls, manager of the Fidelity China Special Situations Trust to talk about Chinese stimulus measures and the potential impact of the US election on the Chinese economy. Meanwhile Dan Coatsworth talks to Ian “Franco” Francis, manager of the CQS New City High Yield Fund to find out what falling interest rates mean for bond investors. And we also unpack the pros and cons of investing in Venture Capital Trusts.

NASCAR legend Geoff Bodine, VCTS Director of operations Dan Redmond and Lawrenceburg Speedway owner Shane McHenry join the show!

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Anthony Leatham, head of investment trust research at Peel Hunt, and Will Fraser-Allen, managing partner of Albion Capital and chairman of the Venture Capital Association. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:03:00 - This week's guests 0:03:40 - Money Makers Circle 0:04:11 - Corporate news and announcements 0:06:47 - Summary of results 0:09:13 - The Investment Trusts Handbook 2024 0:11:10 - Q&A with Anthony Leatham 0:11:44 - Looking at the week 0:16:41 - The cost disclosure issue 0:22:58 - Share buy backs 0:29:14 - Battery storage trusts 0:32:14 - Digital infrastructure 0:35:49 - Consolidation 0:39:23 - Q&A with Will Fraser-Allen 0:40:05 - A look at what VCTs do 0:43:36 - Regulations around VCTs 0:46:30 - The outlook for VCT fundraising 0:48:33 - Characterising performance 0:54:06 - How to approach VCT investments 0:57:03 - Distinguishing between trusts 0:59:30 - The impact of the consumer duty and fees 1:03:56 - Current worries 1:04:58 - Best case outcomes 1:08:55 - Close Trusts mentioned this week (with tickers): Abrdn Diversified Income and Growth (ADIG), Triple Point Energy Transition (TENT), GCP Asset Backed Income (GABI), Invesco Select (IVPU), J.P.Morgan China Growth and Income (JCGI), Henderson European Focus (HEFT), J.P.Morgan Indian (JII), Schroder UK Mid Cap (SCP), Polar Capital Global Healthcare (PCGH), J.P.Morgan Asian Growth and Income (JAGI), GCP Infrastructure (GCP), Polar Capital Technology (PCT), Montanaro European Smaller Companies (MTE), Taylor Maritime (TMI), J.P.Morgan European Discovery (JEDT), STS Global Income and Growth (STS), Miton UK Micro Cap (MINI), Ashoka WhiteOak Emerging Markets (AWEM), Gore Street Energy Storage (GSF), Global Smaller Companies Trust (GSCT), Worldwide Healthcare (WWH), Schiehallion (MNTN), Chrysalis (CHRY), Gresham House Energy Storage (GRID), Digital 9 Infrastructure (DGI9), European Opportunities Trust (EOT), Albion VCT (AAVC), Albion Development VCT (AADV), Albion Enterprise VCT (AAEV), Albion Technology and General VCT (AATG). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the regular features, the Circle features a profile of VinaCapital Vietnam Opportunity (VOF). Future profiles coming soon include J.P.Morgan UK Smaller Companies (JMI) and Schroder Asian Total Return (ATR). Also, remember to look out for the second of our new weekly emails summarising Jonathan's latest thoughts alongside all of the regular features available in the Circle. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 190 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Welcome to Wealth Unchained, the podcast where we uncover the power of tax-led investment planning. Emma Wright, your host, chartered financial planner with 24 years of experience, unveils the hidden potential of tax-led investing for high earners and high achieving business owners. Emma's mission is to empower entrepreneurs to take control of their wealth and make a significant impact beyond their businesses. Episode highlights: Lesson 1: Discover the million pound impact of tax-led investment planning! Tax-led investing is a powerful tool for entrepreneurs to build and preserve wealth. Emma shares a scenario illustrating the transformative impact of redirecting £5k monthly into tax-led investments, turning a potential £4mn shortfall into a wealth pot of £5.8 million. Building wealth through intentional investment allows for financial independence and the ability to make impactful choices in life.   Lesson 2: Explore the 3 tax-led investment strategies entrepreneurs need to know about to hold on to profit! Emma introduces three key strategies: Individual Savings Account (ISA), Pension, and Venture Capital Trust (VCT). ISAs provide tax-free growth on personal wealth, while pensions offer tax relief on business profits, with the added benefit of legacy planning. VCTs, a higher-risk option, offer tax benefits and the potential for impactful investing in small entrepreneurial ventures.   Lesson 3: Learn the 3 simple ways to wealth map your Six Figure business to build a million pound independence fund Emma guides entrepreneurs on choosing the right investment strategy based on their financial goals and timelines. ISAs for flexibility, pensions for long-term planning, and VCTs for a balance of tax-free income and impactful ventures. Diversification and strategic planning are emphasised as key elements of a successful wealth map.   Conclusion: Emma reassures listeners that the podcast aims to provide valuable insights without a sales pitch. A special opportunity is offered for one-on-one consultations with Emma, for those seeking deeper exploration. Emma emphasises the importance of taking control of one's financial destiny through tax-led investing for a brighter, more impactful future. Thank you for listening to Wealth Unchained. For a personal consultation or video recording of this webinar, email hello@myindependentwealth.com or find the link in the show notes.   Resources:  Connect with Emma through a 1-on-1 below or email her at hello@myindependentwealth.com Join Emma's free facebook group https://www.facebook.com/groups/starinvestmentplanning Visit the Independent Wealth Website for other wealth resources Follow Independent Wealth on Instagram Book a discovery call with Emma here

In this episode I speak with multi award winning business owner Catherine Morgan, a visionart on a mission to empower 1 million women around the world to become financially resilient. In this episode we dive into: What is a tax wrapper, like an ISA or pension? The compound impact of investing via a pension and ISA. The impact of taking investment risk. Turn your £4k per month into £3.6 million over time. Don't resonate with pensions, then we dive into VCTs for impact and entrepreneurial spirit. How to live an enriched life in the present moment. What is financial planning? FREE video series from us on how you can bring to life your enriched life. Listen here to our FREE joint video series about the enriched life method. Connect with Emma in her free Facebook community. Visit the Independent Wealth Website for other wealth resources  Follow Independent Wealth on Instagram Book a discovery call with Emma Here.

Today, we're diving headfirst into a topic that's not just a passion of our host's Emma's, but a superpower: How to build financial independence.  This isn't about ordinary retirement planning; it's about owning your destiny, taking charge of your financial future, and living life on your terms. We're going to shatter the myth that financial freedom is out of reach, and I'm arming you with the tools you need, from time mastery to tax-savvy strategies, to embark on a journey towards independent wealth. Get ready to unleash your inner financial powerhouse! In this episode, we'll demystify the art of building financial independence, breaking it down step-by-step. I'll reveal how you can determine your unique financial freedom number, and why it's so crucial in crafting a wealth strategy tailored just for you. We'll explore the power of strategic investments, compounding returns, and the smart use of tax incentives to supercharge your path to financial independence. Whether you're a seasoned entrepreneur or just starting out, we've got something for everyone. So, gear up for a dynamic ride as we revolutionise the way you think about wealth and empower you to design a future that's not only financially free, but unapologetically rich in every sense of the word! Key Highlights: Financial Independence Defined: Emma Wright redefines financial independence as owning enough assets and investments to fund your best life without continuous effort. It's not retirement planning, but a dynamic approach to achieving true independence. Time as a Vital Asset: Time is highlighted as one of the most valuable assets in building financial independence. Leveraging it, along with tax-efficient financial planning and compounding investment returns, can be a game-changer in your journey towards independence. Setting Your Financial Freedom Number: Determine the amount needed to sustain your desired lifestyle. This number serves as a tangible goal, guiding your financial planning and wealth-building efforts. Diversification of Investments: Emma emphasises the importance of investing in various assets, such as property, stocks, and alternative tax-led investments. Diversification helps spread risk and potentially increase returns. Strategic Use of Tax Incentives: Utilising tax-efficient investments, like pensions and venture capital trusts (VCTs), can significantly reduce tax liabilities and free up more funds for investment, accelerating the path to financial independence. Setting a Definite Independence Date: Choosing a specific date for financial independence provides a clear target to work towards. Even if you're just starting, setting a date enables you to calculate how much to save and invest monthly to reach your goal. Business as a Complement, Not Sole Source of Independence: While a thriving business is crucial, it's risky to rely solely on it for financial independence. Emma advocates for parallel wealth-building strategies that ensure you have a robust backup plan in place. Taking Action and Investing Wisely: Actively investing in assets that offer growth and higher returns over time is essential. Even if you have existing debts or are heavily invested in business growth, start your investment journey to have a profound impact on your long-term wealth strategy. Resources Download Emma's Masterclass: How to Become Your Own Wealth Manager Connect with Emma in her free Facebook community. Visit the Independent Wealth Website for other wealth resources  Follow Independent Wealth on Instagram  

Peter Dines, Managing Director of Mercia Asset Management PLC subsidiary Mercia Ventures, speaks to Thomas Warner from Proactive about the company's latest fundraising initiative. Mercia Ventures is seeking to raise £42 million across three Venture Capital Trusts (VCTs), with an over-allotment facility bringing the potential total to £60 million for this tax year. The funds target investors interested in a diversified portfolio of growth equity companies, focusing on sectors like Life Science, Health Tech, software, and consumer tech. Dines says that opportunities are likely to prove attractive to investors "looking for a diversified portfolio... it has the added benefit from a VCT perspective in terms of the tax benefits and the dividend." Dines highlighted the firm's consistent track record, even during challenging times, citing the recent successful exit of Evotix, a health and safety software business, with a 4.5x return. Those interested in the Northern VCTs can find more information on Mercia's website. #PeterDines #MerciaVentures #AssetManagement #Fundraising #VentureCapitalTrusts #UKInvestor #LifeScienceInvestment #HealthTech #SoftwareInvestment #ConsumerTech #ProactiveLondon #EvaTicks #InvestmentStrategy #DiversifiedPortfolio #NorthernVCTs #ProactiveInvestors #Mercia #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

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The UK Investor Magazine Podcast was thrilled to welcome Will Fraser-Allen, Managing Partner at Albion Capital, for a deep dive into Venture Capital Trusts (VCTs).Find out more on Albion Capital's website here.Albion Capital reached the milestone of £1 billion in assets under management due to another strong fundraising round in the 2022/23 tax year.Will provides vital insight into the benefits of investing in VCTs, including generous tax incentives and access to high-growth UK companies. Naturally high-risk investment vehicles, VCTs provide up to 30% income tax relief and tax-free dividends.Albion Capital is a thematic investor focusing on FinTech, HealthTech and Software companies. We discuss a number of their portfolio companies and the opportunities Will sees in the year ahead.Advert:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year's subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.

Master Investor's Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there's so much consolidation in the broking sector and activity in the private equity space. Davis advises those with surplus income and the younger investor to consider venture capital trusts as they ‘essentially' give investors tax breaks. “They are very risky,” says Davis, “but they do provide a very tax efficient alternative for higher risk, smaller company investment.” With predictions of ‘more trouble to come' for the UK economy and investment landscape, Davis describes the economy as a head-scratching conundrum with the consumer demonstrating resilience against a backdrop of higher interest rates and energy prices. Jonathan and Sarah also wax lyrical about the state of Royal Mail, and columnist A N Wilson's dark childhood boarding school experiences which contrasted with the light of his father's eccentricity. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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.

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.

In this episode of the FTAdviser In Focus podcast we look at the role of VCTs and EISs in today's retail investment landscape. The government has previously announced, though not yet confirmed, an extension to the tax rules governing the investments. Honouring that pledge is vital, according to our guests Sarah Barber, Kerry Baldwin and Jack Rose. Hosted on Acast. See acast.com/privacy for more information.

In this latest pile of TRAP, the Trap Pack discussTopical issues, including the PFS's escalating legal bills; an as-yet-unnamed IFA with his/her/their fingers in the till; VCTs - good enough for Nick but not for clients; Value for Money Statements; our Trappist Six Nations meet and greet at The Royal Oak, MaryleboneThree glowing reviews of the podcast, read by Andy in his inimitable styleMeat and Potatoes: helping clients transition to the next stage whilst also looking after our own mental wellbeingQuestions posted by our beloved Trappists @RightGilmore @matt_tumbersCulture CornerLinks referred to in the show:PFS legal costs were £800,000 in 2022: https://citywire.com/new-model-adviser/news/pfs-spent-800000-on-cii-legal-and-loan-advice/a2407879Rory Sutherland on Ep190 of Modern Wisdom: https://pca.st/bu1c0b91A Path Through The Jungle: https://www.audible.co.uk/pd/A-Path-through-the-Jungle-Audiobook/B09JSYVLGX Maro Itoje podcast: https://podcasts.apple.com/gb/podcast/e176-maro-itoje-the-distinction-between-high/id1500444735?i=1000598153649Carl's blog for himself: https://metisireland.ie/put-on-your-own-mask-first-my-mission-for-2023/John Dashfiled question stack: https://clientcentredadvisers.com/Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast.

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.

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.

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.

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?

Albion Capital Group LLP's managing partner Will Fraser-Allen tells Proactive's Thomas Warner that the firm is looking to raise at least £50mln in its annual top-up offer for its six venture capital trusts (VCTs) - with an over-allotment potentially raising the target to £80mln. Fraser-Allen says the current uncertainty in global markets has resulted in "some very interesting opportunities" with an increasing focus on B2B software and health tech. #ProactiveInvestors #AlbionCapital #venturecapital #B2Bsoftware #healthtech

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?

Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode seventeen of the Investing Matter series, which is with the hugely talented and experienced former financial and business journalist, Nick Britton, the Head of Intermediary Communications, at the Association of Investment Companies (AIC). After reading English at Cambridge University, Nick began his career in journalism in Shanghai, China, before spending time as freelance editor in Australia. As a journalist, Nick held roles including Editor of What Investment Magazine and Head of Research at Vitesse Media plc (now BonHill plc), where he produced reports such as Directors' Pay on AIM, the Cash Shells Directory, Institutional Investors in AIM and the VCT Report. He also edited the GrowthBusiness.co.uk website which is aimed at growth companies. Their investors and advisers. In 2015 Nick joined the Association of Investment Companies, where he continues to work mainly with financial advisers and wealth managers, supporting their use of investment companies and venture capital trusts. This includes delivering the AIC's training programme for financial advisers as well as working with the media and professional bodies, such as the Chartered Insurance Institute and the Chartered Institute for Securities and Investments, to further wider knowledge and understanding of the investment structure. In this Investing Matters podcast, I discuss with Nick, his current role as a Head of Intermediary Communications, the exponential growth of investment companies, funds, investment trusts, VCTs, private investors, his successful long-term ISA & SIPP investing strategy across investment companies, Junior ISAs, rebalancing, emotions/psychology of investing, his work with private investors, his greatest learning mistakes, discounts and premium to net asset value, his investing style and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

In today's episode, we discussed results from Phoenix and this year's Rattler 250. We then spoke with VCTS driver Kyle Frame about his upcoming race and 2022 plans. We then discussed this weekend's races at the newly reconfigured Atlanta Motor Speedway and some of the biggest upsets in this year's NCAA tournament. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Tax-free investments specialist Alex Davies, founder of the Wealth Club, tells Jonathan Davis why Venture Capital Trusts are pulling in record sums from savvy investors this year.

Albion Capital's Covid-19 is undoubtedly having a profound and lasting impact on our economy. Amid the stories of job losses and corporate administrations that have plagued the past year, there HAS been a bright spot for UK business: a raft of exciting young growth companies thriving despite dire external conditions. And that's exactly what we're here to discuss today with Albion Capital's Will Fraser-Allen… Good to have you back with us, Where ARE these high growth companies and in which sectors do they operate? How have VCTs been supporting them and how is VCT investment supporting economic recovery? Has investor demand changed in regard to VCTs as a tax efficient investment option and, in particular, the interest in these young high growth companies that are changing the way we live and work? How does Albion find these future winners? Covid-19 is undoubtedly having a profound and lasting impact on our economy. Amid the stories of job losses and corporate administrations that have plagued the past year, there HAS been a bright spot for UK business: a raft of exciting young growth companies thriving despite dire external conditions. And that's exactly what we're here to discuss today with Albion Capital's Will Fraser-Allen… Good to have you back with us, Where ARE these high growth companies and in which sectors do they operate? How have VCTs been supporting them and how is VCT investment supporting economic recovery? Has investor demand changed in regard to VCTs as a tax efficient investment option and, in particular, the interest in these young high growth companies that are changing the way we live and work? How does Albion find these future winners?

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.

Ed leads technology investing at Albion, where they have backed over 200 companies over 22 years, delivering top quartile investment performance. Discussing the personality characteristics in a founder when deciding which entrepreneurs to invest in, leadership and culture eating strategy for breakfast, tech trends exciting Ed now including RegTech or regulatory technologies, and explaining the Venture Capital Trust (VCT) system. Albion is one of the largest 2 VCTs in the UK. Also discussing EIS tax scheme for investors, raising capital from VCs and investing during Covid. https://youtu.be/ID46cvZTzv4 Find audio only on all podcast platforms including Spotify. andrew@7bc.vc

Welcome to Make it Stack, this episode involves the first guest on the podcast, Mark Ellis. Mark is a good friend of mine who works in corporate finance and focuses on securing equity finance for a wide variety of start up enterprises. One source of finance for these companies is through backing from venture capital trusts (VCTs) which is an alternative asset class for retail investors. We discuss VCTs and the relationship with investors in detail and move on to talk about Mark's personal investing. We finally touch upon the impact of the changing pensions landscape, in particular defined contribution pension funds and the importance of taking personal financial responsibility.

We shine a light on investment trusts this week, looking into what makes this a good investment choice, and why it is difficult to promote them. Twink is joined by Ross Duncton, Managing Director, Head of Marketing & Direct at BMO Global Asset Management (EMEA) and Annabel Brodie-Smith, Communications Director at Association of Investment Companies (AIC). This episode has been recorded remotely, following Covid-19 lockdown measures. Themes covered in this podcast- Why investment trusts are a good investment choice- The advantages of a closed-ended structure and who this will likely appeal to - How the audience of investment trusts is changing over time- The difficulties with marketing investment trusts- How the F&C investment trust celebrated and marketed it’s 150-year milestone Ross Duncton is a highly experienced marketing lead with over 15 years’ experience working in the financial services industry. Heading marketing teams in other large financial firms such as Prudential and Acromas Financial services, Ross has a thorough understanding of all marketing competencies, product management, commercials and operational capabilities. Communications Director at the AIC, Annabel Brodie-Smith manages the PR team whose role it is to communicate the uses and benefits of investment companies and VCTs to the media, advisers, wealth managers and private investors. In addition, Annabel is also responsible for co-ordinating the AIC’s RDR programme and overseeing the AIC’s adviser and training seminars. The AIM High podcast is hosted by Twink Field, CEO and Founder of White Marble Marketing and The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers. Welcome to the AIM High podcast, hosted by Twink Field, CEO and Founder of White Marble Marketing, for The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers.

VCTS को बारेमा राजस्व बिभागका कम्प्युटर ईन्जिनियर सुरेश बसौलासंग बिस्नु प्रवा सापकोटाको कुराकानी

On this week's show Dave Baxter looks at which regions generate the highest yields and best the funds to tap into them. Jonathan Moyes, head of investment research at Wealth Club, explains what VCTs and EIS are, how they can improve your tax efficiency, and who should consider investing in them. See acast.com/privacy for privacy and opt-out information.

Modwenna Ress-Mogg is a world leading investor news provider. In this podcast, she openly portrays her diverse entrepreneurial journey, starting from the idea of delivering food from supermarkets in vans at the age of fifteen to Angel News, an online investor news platform. Unfortunately she wasn't able to gain 'funding' for her delivery idea, but she has successfully made Angel News into a world leading investor news provider. Modwenna is a prominent supporter of transparency and accountability in the early stage investment ecosystem.  Modwenna has 20 years working in corporate finance, business angel investment and venture capital.  She started www.AngelNews.co.uk  2003 focusing on media and events in the angel and VC market.  From £1,000 of start up capital, she has grown it into the leading information provider and commentator on the business angel market in the UK. The monthly AngelNewsletter sent to 10,00s angels and other investors is the broadest commentator on and a thought leader in the angel and wider private investor market (including VCTs and crowdfunding) in the UK. In recent years the AngelNews Group has expanded into assisting senior executives build second careers in the start and early stage entrepreneurial ecosystems through The Pluralists Club www.thepluralists.club It has also built a private investor conferences business including the Great British Private Investor Summit www.privateinvestorsummit.com, the VCT & EIS Investor Forum www.thevctandeisinvestorforum.com. She is a NED of quoted Albion Tech and General VCT, www.albion-ventures.co.uk and at Asset Match, www.assetmatch.com and a Co-Founder of FCA authorised (retail advisory permissions) ratings agency www.CrowdRating.co.uk. She has authored two books ‘Crowdfunding, How to raise money and make money in the crowd’ and ‘Dragons or Angels’, a handbook for people wanting to become or raise money from business angels.  She is a Visiting Fellow at Cranfield University and has recently been appointed UK High Commissioner for the World Business Angels Forum.

On this week's Personal Finance Show Daniel Godfrey, chief executive of The People's Trust, joins the team to talk about this investment trust's forthcoming launch. They also look at why the manager of Worldwide Healthcare Trust fears a biotech bubble and wealthy investors are turning to VCTs. See acast.com/privacy for privacy and opt-out information.

In our latest Money Makers podcast we turn our attention to venture capital trusts, specialist investment vehicles which put investors’ capital to work in higher risk, early-stage businesses. VCTs, as they are known, offer significant potential tax benefits for those prepared to risk their money in this way. This year the marketing of VCTs has started earlier than normal. Why is that – and what else do potential investors need to know about the VCT market this year? Are the tax benefits worth the rewards? Chris Hutchinson, lead manager of the £150m Unicorn AIM VCT, the largest VCT specialising in AIM-listed companies, is the man on the other side of the microphone for this in-depth discussion.

FT Money editor Claer Barrett is joined by investment expert Alex Davies to discuss the perks and pitfalls of VCTs. Plus Emma Dunkley, the FT's retail banking correspondent, on why Lloyds is scrapping overdraft charges, and Family Money columnist Lucy Warwick-Ching reveals why HMRC's new tax-free childcare accounts are causing parents to have tantrums. See acast.com/privacy for privacy and opt-out information.

In this week's podcast the personal finance team discuss how to generate a decent income in retirement, investing tax efficiently beyond pensions, and healthcare and biotech funds. They are joined by special guests Lauren Peters, wealth management adviser at Helm Godfrey, and Stuart Lewis, business line manager for VCTs at Octopus Investments. Music by Kevin MacLeod See acast.com/privacy for privacy and opt-out information.

Isas - why you'll have to search high and low for a decent rate on your savings. How you can back growing British businesses, and get great tax breaks too. And some good news and not so good news in pensions See acast.com/privacy for privacy and opt-out information.

This week's government spending review could hit your pocket hard. Some good news for homeowners looking to remortgage. And, if you want to save more than £50,000 a year for retirement we look at the best pension alternatives. See acast.com/privacy for privacy and opt-out information.