The Tax-Efficient Investor – by Wealth Club

How has the first year gone for Charlie Huggins’s high-conviction Quality Shares Portfolio at Wealth Club? Which companies have performed well, or not so well, and why? Charlie runs through the 12 months performance with Alex Davies. Some highlights:

To find out more please visit https://www.wealthclub.co.uk/charlie.

IMPORTANT: This interview outlines Charlie’s investment views. It is not a personal recommendation to make, sell, or hold any investment. The Quality Shares Portfolio is a long-term investment. Past performance is not a guide to the future. The value of investments and any income from them can fall and you may get back less than you invest.

Octopus Titan VCT is the largest Venture Capital Trust. It aims to offer UK investors exposure to the venture capital asset class. The manager, Octopus Ventures, is looking for “this needle in a haystack” – a combination of factors in an early-stage (seed, Series A) company that gives it the potential to become a household name. So which companies have they backed lately? Who are the stars among the more established holdings? And how have widespread dips in technology company valuations affected the VCT? Watch now to learn more

Last year the average turnover of companies Guinness EIS Fund invested in was over £5 million. They aim to select well-established businesses and help them on their growth path. So who is behind the fund, how do they operate, and what businesses have they invested in recently? Listen to Shane Gallwey of Guinness Ventures to learn more. In this interview:

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. EIS investments are high risk and illiquid. You could lose the capital you invest. If in doubt, seek advice.

Stuart Veale is managing partner of Beringea – the manager of two Venture Capital Trusts, the ProVen VCTs. What sort of companies have they invested in this year? How is the existing portfolio performing? Who are the rising stars, and recent exits? Watch now to learn more… In this interview:

What kind of companies do the ProVen VCTs seek to invest in?

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. 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.

Octopus Apollo VCT is the UK’s second largest Venture Capital Trust, and has outperformed many of its peers over the last five years as its investment focus – business-to-business software companies – has weathered recent economic headwinds better than many other growth sectors. Hear from manager Richard Court about how and why they do what they do. In this interview:

The Britbots Start Up and Scale Up funds invest in robotics, AI and automation under the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS). We meet mentor and investment adviser Dominic Keen to learn more. In this interview:

• Who are Britbots?

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Meet the manager: Oliver Brown is investment manager of the RC Brown AIM IHT service, which can be held in an ISA, or as a standalone portfolio. What approach do they take to choosing AIM shares for Inheritance Tax mitigation? In this interview:

One for the stock pickers – where is Unicorn seeking out opportunities on the AIM market this year? Stocks & Shares ISA investors are often surprised to discover that even their ISA could be subject to Inheritance Tax. However, some AIM shares can be IHT-free after two years – saving a potential 40% tax charge. Unicorn Asset Management is a boutique UK smaller companies investment manager that has run an AIM IHT portfolio service for several years. What sort of AIM stocks do they like? Which have they invested in recently? And what makes them sell an AIM share? Watch now to find out more…

This is Mark Bennett, one of four partners at Haatch Ventures, which invests under the SEIS (Seed Enterprise Investment Scheme). How does Haatch approach SEIS investing? What experience is on the team, and how do they use this to win deals and help investee companies with their growth plans?

In this interview:

• Changes to SEIS rules – good or bad?

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. SEIS investments are high risk and illiquid.

Commercialising intellectual property is an increasing priority for UK universities. Parkwalk Advisors specialises in investing in university spinouts. Sourcing its deals primarily from Oxford, Cambridge, Imperial College and Bristol universities, Parkwalk has backed over 160 companies in its 15 years of operation. We meet biochemist-turned-investor Alun Williams to find out more. In this interview:

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