The Tax-Efficient Investor – by Wealth Club

Wealth Club
The Tax-Efficient Investor – by Wealth Club

Become a smarter investor. Meet the managers of Venture Capital Trusts, AIM IHT portfolios, forestry and private markets funds. Find out what goes into their investment decisions, learn about some of the companies they’re backing, and why you might consider investing with them. Get views on individual companies from Head of Equities Charlie Huggins. For UK individuals only who are experienced investors. This podcast is brought to you by Wealth Club, the UK’s largest specialist investing service for non-advised investors. Find out more at https://www.wealthclub.co.uk/.

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

    2 DAYS AGO

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

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

    4 DAYS AGO

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

    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. IMPORTANTThe 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.

    19 min
  3. Why our Venture Capital Trust is B2B only – Paul Davidson, Octopus Apollo VCT

    27 JAN

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

    “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.

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

    23 JAN

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

    “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. IMPORTANTThe 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.

    13 min
  5. Why choose diverse teams for seed stage investment? Jeffrey Faustin, Jenson Ventures

    22 JAN

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

    “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: Sküma (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.

    12 min

Ratings & Reviews

3
out of 5
2 Ratings

About

Become a smarter investor. Meet the managers of Venture Capital Trusts, AIM IHT portfolios, forestry and private markets funds. Find out what goes into their investment decisions, learn about some of the companies they’re backing, and why you might consider investing with them. Get views on individual companies from Head of Equities Charlie Huggins. For UK individuals only who are experienced investors. This podcast is brought to you by Wealth Club, the UK’s largest specialist investing service for non-advised investors. Find out more at https://www.wealthclub.co.uk/.

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