The Tax-Efficient Investor – by Wealth Club

Wealth Club
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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: Should you invest in climate change startups? Matthew Jellicoe, OnePlanetCapital

    9 IUN.

    NEW: Should you invest in climate change startups? Matthew Jellicoe, OnePlanetCapital

    “I’d really seen an industry come out of nowhere, right at the beginning in terms of the internet gaming industry, and that’s where climate tech is today.” We talk to Matthew Jellicoe of OnePlanetCapital about investing in early-stage climate tech companies. In this episode: Who are OnePlanetCapital and what are the metatrends it is seeking to invest in? What is driving the growth of climate tech?Investing in Xworks (digital platform for recyclers) and Raft Energy (technology for biogas refineries)Maturing investments: RAD Propulsion (marine EVs), Kelpi (bioplastics) and Renew Risk (climate data for insurers)What kind of exits might be possible for these businesses? How risky are these investments?For more details, including documents & how to invest, see https://www.wealthclub.co.uk/seis-investments/oneplanetcapital-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.

    18 min.
  2. QVentures – Meet the seed-stage software investors (Harveer Bharaj, Robert Walsh)

    22 MAI

    QVentures – Meet the seed-stage software investors (Harveer Bharaj, Robert Walsh)

    “We’re looking to back individuals who’ve worked in an industry, experienced an acute pain point and built a software solution to address that”… Seed-stage investors Harveer Bharaj and Robert Walsh of QVentures give some examples of companies they’ve backed to date – including a £100m exit story (there have also been failures). In this episode: How small are these companies when the fund invests?Investing in Astronome AI (AI copilot for IT management) and Tern Eco (circular economy for retailers)Maturing companies Semeris (AI legal documentation) and Taxd (digital tax assistant for self assessment)How much practical involvement does QVentures have in these companies?How risky are these investments? How many fail?The story of Go Instore – from zero in revenue to £100m exitIMPORTANT: 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. The investments described are high risk and illiquid.

    17 min.
  3. NEW: Why invest in private credit? An overview with Jim Vanek, Apollo – Wealth Club Private Markets series

    9 APR.

    NEW: Why invest in private credit? An overview with Jim Vanek, Apollo – Wealth Club Private Markets series

    Continuing our Private Markets / Private Equity series of interviews: What about Private Credit? What is it, what does it have to offer investors, and how can they get involved? This episode gives a high-level overview of the Private Credit asset class with James Vanek of Apollo Global Management. Introduction to Jim Vanek and ApolloWhat is private credit as an asset class?Why has it been growing in popularity?How can we be confident that companies can service their debt?Why do companies use private credit, rather than bonds or bank credit?Why should individual investors consider private credit funds?Where to find out more…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 mentioned are not suitable for everyone. Private markets investments are illiquid. You could lose your capital. If you’re unsure an investment is right for you, please seek professional advice.

    8 min.
  4. Venture capital investing in the UK regions – Bill Nixon, Maven Capital Partners

    20 MAR.

    Venture capital investing in the UK regions – Bill Nixon, Maven Capital Partners

    Bill Nixon, founder of Maven Capital Partners, talks to us about the Maven VCTs following a year of several exits. In this interview: Recent investments Connected Data, McKenzie Intelligence and SensoteqHow does Maven find and win deals?Maturing investments Rockar, Summize and HCSA busy year for exits: Quorum Cybersecurity, Mirrorweb and NovatusWhy was this year so different to last?How risky are VCTs? Ultimately, why should investors consider Maven VCTs?For more details on Maven VCTs, including documents & how to invest, see https://www.wealthclub.co.uk/y/maven-vcts 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. 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.

    11 min.
  5. Why we prefer £1m+ revenue companies – Shane Gallwey, Guinness Global Investors

    27 FEB.

    Why we prefer £1m+ revenue companies – Shane Gallwey, Guinness Global Investors

    “The average revenue of businesses we invested in last year was around £5 million. We focus predominantly on scale-up businesses, so it’s more the stage businesses are at rather than a specific sector.” Meet investor Shane Gallwey, of Guinness Ventures – why do they focus on this stage of a company’s growth, what are some recent examples, and how are previous years’ investments doing? In this episode: Investing in Fussy – aiming to eliminate single-use plastics from the bathroomInvesting in Sportable – data and analytics for sports team managers and broadcastersHow does Guinness add value post-investment?Portfolio stalwarts Cera Care and ObrizumHow risky is the EIS fund?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. 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.

    12 min.
  6. How we help UK companies grow in the US – Karen McCormick, Beringea

    25 FEB.

    How we help UK companies grow in the US – Karen McCormick, Beringea

    “We have been around for quite a few decades – this is my third economic cycle – and it does feel a bit different…” What does the investor in Lucky Saint, Dash Water, Monica Vinader and MPB think about the venture capital environment in 2024/25? We talk to Karen McCormick of Beringea – the transatlantic manager of the ProVen VCTs (Venture Capital Trusts). In this episode: Investing in legal AI business Aistemos – recently acquired by LexisNexis“They believe the markets are effectively shut to them” – how is Beringea increasingly sourcing its deals?Portfolio companies DASH Water, Gorilla, MPB, Lupa Foods and alcohol-free brewer Lucky Saint“Where we’ve seen softening in the UK market, there’s remained buoyancy in the US” – how does Beringea help investee companies grow into North America?Recent exits, including Firefly Learning and Monica VinaderWhat are the risks?For more details on ProVen VCTs please see www.wealthclub.co.uk/ProVen. 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.

    14 min.
  7. Where I’m investing on AIM for IHT relief in 2025: Oliver Brown, RC Brown

    21 FEB.

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

    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.

    12 min.
  8. How we invest in robotics, AI & automation – and why: Dominic Keen, Britbots

    14 FEB.

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

    “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 opportunitiesFor 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.

    9 min.
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Detalii

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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