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:

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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.

We talk to Oliver Brown of RC Brown Investment Management about choosing AIM shares for IHT mitigation. In this  interview:

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“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:

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.

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:

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.

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 Currie
• What 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 testing
• Investing in Solascure - chronic wound therapy
• Investing in Vizibl – supply chain monitoring
• How does Seneca work with companies besides funding them?
• How is the macroeconomic environment affecting investments?
• Valuations
• What’s the biggest challenge for a manager currently?
• How risky is an investment in the VCT?
• Performance of the VCT to date
• To 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, 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”?

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.

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.

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.

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:

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.