Episodi

  • NEW: Where I’m investing on AIM for IHT relief in 2025: Oliver Brown, RC Brown

    NEW: Where I’m investing on AIM for IHT relief in 2025: Oliver Brown, RC Brown

    · The Tax-Efficient Investor – by Wealth Club

    RC Brown’s AIM Inheritance Tax Service invests in AIM companies that can be held in an ISA and provide IHT relief. Where are they currently finding good opportunities on AIM? What are some examples of recent investments, and maturing ones from years past? And could 2025 be a good time to invest? Hear from seasoned stock picker Oliver Brown.

    In this episode:

    “Primary opportunities process” – what’s different about RC Brown’s approach to AIM IHT investing?What kind of companies does RC Brown like?A recent example: AOTI (wound care for diabetic ulcers)Why they made a follow-on investment in KitwaveMaturing investments Elixirr and Gamma CommunicationsWhen and why does R C Brown sell a stock?AIM has had a difficult period – has this been bad for the portfolio?Going into 2025, are there still good opportunities to be had on AIM?How risky is the AIM market for IHT investors?

    For more information on the RC Brown AIM Inheritance Tax Service, please see https://www.wealthclub.co.uk/aim-iht-isas/rc-brown-aim-iht-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 portfolios 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.

  • NEW: How we invest in robotics, AI, automation – and why: Dominic Keen, Britbots

    NEW: How we invest in robotics, AI, automation – and why: Dominic Keen, Britbots

    · The Tax-Efficient Investor – by Wealth Club

    “We are at the dawn of almost a new industrial revolution, where these very intelligent machines, powered by AI, are able to do almost unimaginable tasks in the real world, and that will transform the global economy.” – Dominic Keen explains why he invests in robotics, AI, automation and energy transition companies, and what the Britbots funds aim to do for their investors – with examples of the technologies they’ve backed to date. In this interview:

    The ideal Britbots investee companyInvesting in Cordon Technologies – intelligent spraying for vineyards and orchards; Point Zenith – mission planning system for civilian and military drones; Enturi – smart portable wind turbine, used to power systems off grid; and Novavireo – automated plant propagation at scale Companies breaking through into international markets: Hausbots, RAD Propulsion, ZelimRisks, failure rate, exit outlook and secondary opportunities

    For more details on the Britbots funds, including documents & how to invest, see
    https://www.wealthclub.co.uk/y/britbots-seis/ or
    https://www.wealthclub.co.uk/y/britbots-eis/

    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. EIS and 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.

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  • NEW: Investing in seed-stage companies – Fred Soneya, Haatch SEIS Fund

    NEW: Investing in seed-stage companies – Fred Soneya, Haatch SEIS Fund

    · The Tax-Efficient Investor – by Wealth Club

    Haatch’s team has invested in approaching 100 early stage companies. What have they learned to date? What business models and sectors do they specialise in? Where do they now focus their efforts when it comes to helping companies post-investment? We meet Fred Soneya to talk through their approach to SEIS. In this interview:

    Who are the partners at Haatch and what’s their background?What is important re: founders?Why has Haatch changed how it works with companiesInvestments in Social Tip, Cybaverse, Popp, NingiWhat about the risks?What is the outlook for exits?

    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. EIS and SEIS investments are high risk and illiquid compared to 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.

  • NEW: What we’ve learned backing 500+ startups — Ed Prior, SFC Capital (Startup Funding Club)

    NEW: What we’ve learned backing 500+ startups — Ed Prior, SFC Capital (Startup Funding Club)

    · The Tax-Efficient Investor – by Wealth Club

    What are the lessons from backing 500+ startups? Meet Ed Prior of SFC Capital – hear how they find and work with investee companies, some examples of their recent investments, some successes to date. In this interview:

    What is the Startup Funding Club SEIS fund? What tax reliefs are available to SEIS investors? How much can you now put into SEIS investment? How does SFC find and screen investment opportunities? Is there any particular right type of founder? Recent investments Pipeline Organics, Adamo Foods and Winefi How mature is the rest of the portfolio? What sort of involvement does SFC have post investment? Exits to date – including Lunio, Cognism, Onfido, People Force and the three-year holding rule What about the risks? Ultimately why should an SEIS investor consider SFC?

    For more details on Startup Funding Club’s SEIS and EIS funds, including documents & how to invest, see:
    https://www.wealthclub.co.uk/y/startup-funding-club-seis-fund
    https://www.wealthclub.co.uk/y/startup-funding-club-eis-fund

    Please Subscribe (+ 🔔 ) for more Meet The Manager interviews.

    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. SEIS and EIS investments are high risk and illiquid compared to 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.

  • NEW: How we apply venture capital across three future-focused themes – Simon King, Octopus Ventures

    NEW: How we apply venture capital across three future-focused themes – Simon King, Octopus Ventures

    · The Tax-Efficient Investor – by Wealth Club

    One of Europe’s largest venture capital teams, Octopus Ventures has been investing in ambitious early-stage companies for 15+ years. With the Octopus Future Generations VCT they have a Venture Capital Trust dedicated to three themes: building a sustainable planet, empowering people and revitalising healthcare. Watch this interview with deep tech investor Simon King to find out how they invest and some examples of portfolio companies to date. In this interview:

    What are the three themes the VCT invests in? Two example investments: Drift (harvesting offshore wind to convert seawater into hydrogen) and CoMind (using lasers for non-invasive monitoring of the brain) A maturing holding: how is Skin+Me doing? A first exit: Cobee (employee benefits platform, acquired by Pluxee) How does Octopus Ventures add value to companies besides providing capital? “It’s counterintuitively a very good time to be investing in early stage companies”How risky is the VCT? Ultimately, why consider investing?

    For more on Octopus Future Generations VCT, including documents and how to invest, please see
    https://www.wealthclub.co.uk/y/octopus-future-generations.

    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.

  • NEW: Why invest in university spinouts? Anne DobrĂ©e, Parkwalk Advisors

    NEW: Why invest in university spinouts? Anne Dobrée, Parkwalk Advisors

    · The Tax-Efficient Investor – by Wealth Club

    What is special about university spinout companies? Why should investors consider backing them via an EIS fund? Veteran spinout investor Anne Dobrée, of Parkwalk Advisors and former head of ventures at the University of Cambridge, talks to us about:

    Why invest in university spinout companies?Who are Parkwalk, and what makes them qualified to do this?Recent Parkwalk investments: Accelercomm, Phoremost and EvoralisHow does Parkwalk find and win these investments?Example of a maturing investment: Cytora (AI platform for insurers)Recent exits: Versed AI (bought by Exiger), PetMedix (bought by Zoetis)How risky is investing in spinouts?

    For more details, including documents & how to invest, see https://www.wealthclub.co.uk/y/parkwalk-eis.

    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. 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.

  • Why we back early-stage B2B companies — Seb Wallace, Triple Point Venture VCT – Meet the manager

    Why we back early-stage B2B companies — Seb Wallace, Triple Point Venture VCT – Meet the manager

    · The Tax-Efficient Investor – by Wealth Club

    “The returns profile of those businesses reflects better, we believe, on the way the UK works.” Why does Triple Point Venture VCT focus on early-stage B2B companies? Watch the interview to find out
 Here’s what we cover:

    What sort of companies does the VCT invest in and why? Recent investment Treefera (monitoring carbon sequestration of forests) and Heat Geek (scaling up the installation of heat pumps) Maturing investment Scan.com (medical imaging inventory) and Modo Energy (monitor batteries for renewable energy storage) Who are Triple Point’s entrepreneur advisors and how do they help early stage companies? Exits, risks and failures

    For more details on Triple Point Venture VCT, including documents & how to invest, see
    https://www.wealthclub.co.uk/y/triple-point-vct.

    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.

  • Why our Venture Capital Trust is B2B only – Paul Davidson, Octopus Apollo VCT

    Why our Venture Capital Trust is B2B only – Paul Davidson, Octopus Apollo VCT

    · The Tax-Efficient Investor – by Wealth Club

    “In the conventional VC space you’re looking for a small number of outlier returns to generate the majority of the fund’s performance. What I think makes [Octopus Apollo] a little bit different is
” Hear the views of Paul Davidson of Octopus Ventures, promoted last year to lead fund manager of Octopus Apollo VCT. Paul explains what is behind the B2B-focused Venture Capital Trust’s recent performance and what the investment strategy seeks to deliver. In this interview:

    What is Octopus Apollo VCT and what makes it different?Investing in Definely (AI legal document software)Investing in Semble (“the operating system for a private hospital”)Maturing investment Natterbox (cloud telephony)How does Octopus Ventures support investee companies?Exits, including Countrywide Healthcare Supplies (sold to PHS Group)How risky is Apollo VCT? How does Octopus Ventures seek to manage the risks?

    For more details on Octopus Apollo VCT, including documents & how to invest, see https://www.youtube.com/y/octopus-apollo-vct. And please Subscribe (+ 🔔 ) for more Meet The Manager interviews.

    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. 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.

  • Why we invest solely in technology – Molten Ventures (Will Horlick, Head of VCT)

    Why we invest solely in technology – Molten Ventures (Will Horlick, Head of VCT)

    · The Tax-Efficient Investor – by Wealth Club

    “We’re probably one of the only VCTs that has that 100% risk exposure to technology.” Meet VCT manager Will Horlick of Molten Ventures. Its Venture Capital Trust (VCT) recently exited surgical device innovator Endomag, and the portfolio includes fintech ‘unicorn’ Thought Machine. What is the VCT’s investment approach in 2024/25? Has the challenging economic environment turned a corner? This 13-minute episode will tell you more


    Types of companies Molten Ventures likes to invest in What is Molten’s advantage in sourcing and winning deals Investing in Binalyze (cybersecurity) – helping enterprises react to data breaches Investing in FintechOS (software for banks and insurance companies) and XMOS (semiconductor designer in IoT and audio) “Our two most valuable assets are both fintech” – Thought Machine and Form3 How in practice does Molten help companies grow and get acquired? Exit story: Endomagnetics (healthtech cancer trace and detection) How risky is Molten Ventures VCT? Where are the most attractive current opportunities, in Molten’s view? Ultimately why should investors consider Molten Ventures VCT?

    For more details on Molten Ventures VCT, including documents & how to invest, see https://www.wealthclub.co.uk/y/molten-ventures-vct.

    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 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.

  • Why choose diverse teams for seed stage investment? Jeffrey Faustin, Jenson Ventures

    Why choose diverse teams for seed stage investment? Jeffrey Faustin, Jenson Ventures

    · The Tax-Efficient Investor – by Wealth Club

    “When we think about diversity within the founding team, it’s not just ethnicity or gender – we’re really looking for diversity of thought, diversity of background, because studies show diverse teams outperform homogenous teams – and that’s what we’re trying to deliver back to our investors.” We talk to Jeffrey Faustin of Jenson Ventures about how they approach seed-stage investing. In this interview:

    “Unique IP and specific founder sets” – what is a typical Jenson investee company? How and why Jenson looks for diverse founding teams Recent investment: Mangrove Energy (demand-side forecasting model for renewable energy) Maturing investment: SkĂŒma (water filtration system) Success story: Voneus broadband (2022 exit to Macquarie) “A hands-on approach” – providing strategic financial and corporate governance support to companies Risk profile Ultimately, why should SEIS investors consider Jenson?

    For more details on Jenson SEIS fund, including documents & how to invest, see https://www.wealthclub.co.uk/y/jenson-seis.

    Please Subscribe (+ 🔔 ) for more Meet The Manager video interviews.

    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. 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.

  • What’s so important about founders? Andrew Wolfson & Alicia Taylor – Pembroke VCT

    What’s so important about founders? Andrew Wolfson & Alicia Taylor – Pembroke VCT

    · The Tax-Efficient Investor – by Wealth Club

    Why are founders so important in Venture Capital? Who are some of the people and companies that Pembroke VCT has backed? Meet Andrew Wolfson (CEO) and Alicia Taylor (Investment Manager) of Pembroke Investment Managers, to find out what goes into their Venture Capital Trust (Pembroke VCT).

    Featuring WNU (With Nothing Underneath), Transense, LYMA Life and Secret Food Tours.

    For more details on Pembroke VCT, including documents & how to invest, see
    https://www.wealthclub.co.uk/y/pembroke-vct

    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.

  • Why we invest in the North of England – Dave Foreman, Praetura Ventures

    Why we invest in the North of England – Dave Foreman, Praetura Ventures

    · The Tax-Efficient Investor – by Wealth Club

    How does Praetura select investments? How does it help founders? And what are some good reasons to consider investing in the North? Meet Dave Foreman, co-founder of Praetura Ventures, to find out what goes into their Venture Capital Trust and EIS Growth Fund.

    What type of companies does Praetura invest in? Why focus investment in the north of England? At what stage does Praetura invest, and why? Why we invested in Seatfrog, Lunio and AccessPay What’s so important about mentorship? Maturing investments Reacta (allergen testing medical product) and Percayso (insurtech that recently acquired Cazana) What’s the exit strategy? How is the current exit environment? How is the largest holding, Modern Milkman, doing How risky is Praetura’s part of the market? To sum up, why should investors consider backing Praetura?

    For more details on the Praetura funds mentioned in the video, including documents & how to invest, see
    https://www.wealthclub.co.uk/y/praetura-vct
    https://www.wealthclub.co.uk/y/praetura-eis

    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 and EIS 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.

  • Managing a hybrid Venture Capital Trust – Richard Manley, Seneca Partners

    Managing a hybrid Venture Capital Trust – Richard Manley, Seneca Partners

    · The Tax-Efficient Investor – by Wealth Club

    A hybrid Venture Capital Trust – one that invests in both AIM and private companies – from a Manchester-based investment manager: the Seneca Growth Capital VCT has several points of difference from other VCTs available. Richard Manley, CEO of Seneca Partners talks to Wealth Club about the current portfolio, how their investment approach works in practice, and some examples of recent investments and exit activity. In this interview:

    What is the Seneca Growth Capital VCT and what does it do for investors? Seneca management team (how much have they invested?) How does Seneca get its deal flow? Investing in Forma-Care (£1.3 million round in summer 2024) An AIM example: Optibiotix – gut microbiome supplements Investing in Bright Network (graduate recruitment platform) and HubBox (ecommerce parcel network) What does Seneca do post-investment Exits (including 23.5 Degrees and Transense) How risky is investing in the VCT? How are AIM market conditions at the moment? Does this influence investment? In summary, why should investors consider Seneca Growth Capital VCT?

    For more details on Seneca Growth Capital VCT, including documents & how to invest, see https://www.wealthclub.co.uk/y/seneca-growth-capital-vct.

    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.

  • Northern VCTs – Meet the manager: Hugo Lough, Mercia Ventures

    Northern VCTs – Meet the manager: Hugo Lough, Mercia Ventures

    · The Tax-Efficient Investor – by Wealth Club

    We talk to Hugo Lough of Mercia Ventures, the manager of the Northern VCTs (Venture Capital Trusts), to learn more about their portfolio, their recent investments, their investment approach, and the challenges and opportunities in the current economic climate.

    Intro: Northern VCTs and manager Mercia VenturesWhat sort of companies go into the VCTs? What’s the investment approach?Investing in Promethean Particles (manufacturing MOFs – Metal Organic Frameworks)Investing in Heidi (UK’s third largest ski holiday booking platform)Investing in Semble (software platform for private healthcare providers)How does Mercia find deals, and what helps to win them?Two maturing investments in the portfolio – Pure Pet Food and CurrentbodyDoes Mercia get involved post investment?How likely are exits at the moment?How risky is investing in the Northern VCTs?What does the environment look like in venture capital now?To sum up, why should investors consider the Northern 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 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.

  • Managing one of the youngest Venture Capital Trusts – Shane Gallwey, Guinness Ventures

    Managing one of the youngest Venture Capital Trusts – Shane Gallwey, Guinness Ventures

    · The Tax-Efficient Investor – by Wealth Club

    One of the UK’s younger Venture Capital Trusts, Guinness VCT launched in 2023 – how is it going so far? We talk to Shane Gallwey, managing director of Guinness Ventures, about investments they’ve made to date, how Guinness differs from other VCT managers, and how the exit environment is shaping up in 2025. In this episode:

    Who are Guinness Ventures?What types of companies go into the Venture Capital Trust?“A great business in a really unusual niche” – investing in PlotBoxInsurtech rising star: investing in WriskHow is the VCT going so far? (Fussy, Obrizum, ShotScope)How involved is Guinness in these businesses?Is it hard to exit an investment at present?How risky is it to invest in the VCT?Why should investors consider the Guinness VCT?

    For more details on Guinness VCT, including documents & how to invest, see https://www.wealthclub.co.uk/y/guinness-vct.

    Please Subscribe for more Meet The Manager interviews.

    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. 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.

  • Shares: A look ahead to 2025 – with Charlie Huggins

    Shares: A look ahead to 2025 – with Charlie Huggins

    · The Tax-Efficient Investor – by Wealth Club

    The start of a new year is an apt time for investors to take stock, review their portfolios and ask: what’s next? In this fifteen-minute video, Charlie Huggins discusses:

    His outlook on the economy and interest ratesWhat worked and what didn’t for the Quality Shares Portfolio in 2024How he’s positioning the portfolio for 2025

    Learn more: https://www.wealthclub.co.uk/y/charlie

    IMPORTANT:
    This video is for experienced investors. It represents the views of the portfolio manager and is not a personal recommendation to buy, sell or hold shares in any company. The Quality Shares Portfolio is a concentrated portfolio of equities, capital is at risk. Investments can go down as well as up in value and past performance is not a guide to the future.

    Some of the stocks mentioned in the video are denominated in USD so the return for UK investors will be affected by currency fluctuations.

    Charlie holds shares in the companies mentioned and invests in the Quality Shares Portfolio. The Quality Shares Portfolio is managed by Charlie Huggins through our subsidiary, Wealth Club Asset Management. This video is original Wealth Club content.

  • Where I’ll be investing on AIM in 2025 – Joe Cornwall, Puma Investments

    Where I’ll be investing on AIM in 2025 – Joe Cornwall, Puma Investments

    · The Tax-Efficient Investor – by Wealth Club

    Is now a good time to be investing in AIM shares? We spoke to Joe Cornwall of Puma Investments about the upsides and downsides of AIM, the potential for IHT relief, and some examples of companies Puma chooses to invest in.

    What is the Puma AIM Inheritance Tax service What type of companies does the service invest in? AIM has been shrinking – are there enough good opportunities to invest in? Investing in hVivo – human challenge trials for pharmaceuticals Investing in Redcentric – managed IT services Investing in Cerillion – software for the telecoms industry Investing in Judges Scientific – scientific instrument businesses Investing in Renew Holdings – critical maintenance for UK infrastructure Portfolio turnover – when and why to sell a stock Is now a good time to be buying AIM? What are the risks? Why should IHT portfolio investors choose Puma?

    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.

  • EIS at 30 – Is now a good time to invest?

    EIS at 30 – Is now a good time to invest?

    · The Tax-Efficient Investor – by Wealth Club

    The Enterprise Investment Scheme (EIS) was introduced by Chancellor Kenneth Clarke in 1994. 30 years on, and now extended for another 10 years, EIS is a powerhouse: it now raises some £2 billion of investment each year onto an average of c.4,000 early-stage British companies. Investors get generous tax breaks, recognising the high risks of backing young companies. So, is now a good time to invest? We’ve asked three well-regarded EIS fund managers – each with a different investment approach – for their insight. Ed Guinness of Guinness Ventures, Fred Soneya of Haatch and Andy Barrow of Praetura join Wealth Club’s founder Alex Davies at the roundtable.

    What is the Enterprise investment Scheme?What type of companies can you invest in through EIS?What are the five main tax reliefs for investors?“Less hyped, more reasonably priced” – what is it like finding investments in 2024? Is AI overhyped, or a genuine opportunity?How have EIS-backed companies fared through the recent downturn?Are good companies putting off raising money until valuations rise?What makes an investable founder / team?What returns should investors be expecting?What should change about the Enterprise Investment Scheme?Ultimately, why consider investing in an EIS this tax year?

    Important:
    The investments discussed are not suitable for everyone. This video is not advice, research, nor a personal recommendation to invest. Each interviewee represents their own views, not necessarily those of Wealth Club Limited – you should form your own view. If you’re unsure an investment is right for you, please seek advice.

  • How an experienced life sciences investor chooses companies – Liz Klein, Calculus Capital

    How an experienced life sciences investor chooses companies – Liz Klein, Calculus Capital

    · The Tax-Efficient Investor – by Wealth Club

    Experienced life sciences investor Elizabeth Klein talks to us about how Calculus Capital picks investments, the three sectors they specialise in, some examples from their current portfolio, and where they’re seeing challenges and opportunities at present. In this interview:

    What kind of companies does Calculus look for?Backing Laverock Therapeutics – novel gene silencing technologyInvesting in Tagomics – detection of origins of cancerHow does Calculus win these deals?Maturing holdings Oxford Biotherapeutics and TozaroExits (including ActiveOps, where we got 5.7x returnRisks, risk management, and current opportunitiesWhy should investors consider Calculus VCT or EIS Fund?

    Please Subscribe for more Meet The Manager interviews.

    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. EIS and SEIS investments are high risk and illiquid; VCTs are also 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.

  • A “stage specialist” approach to Venture Capital Trusts – Rupert West, Puma VCTs

    A “stage specialist” approach to Venture Capital Trusts – Rupert West, Puma VCTs

    · The Tax-Efficient Investor – by Wealth Club

    We talk to Rupert West, head of private equity at Puma Investments, about its two generalist Venture Capital Trusts – Puma VCT 13 and Puma Alpha VCT. What makes them different to other VCTs? What kind of businesses does Puma seek to invest in? And why have they invested relatively little in 2024? Watch the interview to find out


    What are Puma VCT 13 and Puma Alpha VCT? “A stage specialist” – what sort of companies does Puma invest in? “Largest Series A in Scotland” – why did they invest in Aveni? Investing in Lucky Saint How does Puma find and win such deals? Maturing holdings: Influencer and CameraMatics Investing in Pockit and helping with the acquisition of Monese Why is Puma’s VCT portfolio so concentrated? How risky are the VCTs, and why? Why has Puma not deployed as much capital this year? Summary – Why choose the Puma VCTs?

    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. 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.

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