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

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

Charlie Huggins, head of equities at Wealth Club, appeared on the Business Breakdowns podcast. Here, he breaks down his reasons for considering Diploma Plc shares for an investment portfolio. 

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.

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:

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.

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: 

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.