The Tax-Efficient Investor – by Wealth Club
By Wealth Club
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Category: Investing
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Episodes: 82
Description
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/.
| Episode | Date |
|---|---|
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QVentures – Meet the seed-stage software investors (Harveer Bharaj, Robert Walsh)
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May 22, 2025 |
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NEW: Why invest in private credit? An overview with Jim Vanek, Apollo – Wealth Club Private Markets series
|
Apr 09, 2025 |
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Venture capital investing in the UK regions – Bill Nixon, Maven Capital Partners
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Mar 20, 2025 |
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Why we prefer £1m+ revenue companies – Shane Gallwey, Guinness Global Investors
|
Feb 27, 2025 |
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How we help UK companies grow in the US – Karen McCormick, Beringea
|
Feb 25, 2025 |
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Where I’m investing on AIM for IHT relief in 2025: Oliver Brown, RC Brown
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Feb 21, 2025 |
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How we invest in robotics, AI & automation – and why: Dominic Keen, Britbots
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Feb 14, 2025 |
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How we invest in seed-stage companies – Fred Soneya, Haatch
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Feb 11, 2025 |
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What we’ve learned backing 500+ startups — Ed Prior, SFC Capital (Startup Funding Club)
|
Feb 06, 2025 |
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How we apply venture capital across 3 future-focused themes – Simon King, Octopus Ventures
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Feb 04, 2025 |
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Why invest in university spinouts? Anne Dobrée, Parkwalk Advisors
|
Jan 30, 2025 |
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Why we back early-stage B2B companies — Seb Wallace, Triple Point Venture VCT – Meet the manager
|
Jan 29, 2025 |
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Why our Venture Capital Trust is B2B only – Paul Davidson, Octopus Apollo VCT
|
Jan 27, 2025 |
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Why we invest solely in technology – Will Horlick, Molten Ventures
|
Jan 23, 2025 |
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Why choose diverse teams for seed stage investment? Jeffrey Faustin, Jenson Ventures
|
Jan 22, 2025 |
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What’s so important about founders? Andrew Wolfson & Alicia Taylor – Pembroke VCT
|
Jan 19, 2025 |
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Why we invest in the North of England – Dave Foreman, Praetura Ventures
|
Jan 17, 2025 |
|
Managing a hybrid Venture Capital Trust – Richard Manley, Seneca Partners
|
Jan 15, 2025 |
|
Northern VCTs – Meet the manager: Hugo Lough, Mercia Ventures
|
Jan 12, 2025 |
|
Managing one of the youngest Venture Capital Trusts – Shane Gallwey, Guinness Ventures
|
Jan 09, 2025 |
|
Shares: A look ahead to 2025 – with Charlie Huggins
|
Jan 05, 2025 |
|
Where I’ll be investing on AIM in 2025 – Joe Cornwall, Puma Investments
|
Jan 03, 2025 |
|
EIS at 30 – Is now a good time to invest?
|
Dec 28, 2024 |
|
How an experienced life sciences investor chooses companies – Liz Klein, Calculus Capital
|
Dec 19, 2024 |
|
A “stage specialist” approach to Venture Capital Trusts – Rupert West, Puma VCTs
|
Dec 17, 2024 |
|
Why consider SEIS investing? We ask two investors and a founder
|
Dec 16, 2024 |
|
NEW: Investing in British Smaller Companies – David Hall, YFM Equity Partners
|
Dec 11, 2024 |
|
Why invest in forestry?
|
Dec 05, 2024 |
|
NEW: Why invest in Venture Capital Trusts?
|
Dec 03, 2024 |
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Why invest in private software businesses?
|
Dec 03, 2024 |
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Private Markets – what are they and why invest?
|
Nov 15, 2024 |
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Investing on AIM with Joe Cornwall, Puma AIM Inheritance Tax Service
|
Oct 18, 2024 |
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NEW: Is 2024 a good time for stocks on AIM? Richard Power, Octopus Investments
|
Oct 14, 2024 |
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15 companies, 12 months – How has the Quality Shares Portfolio fared in its first year? | Charlie Huggins
|
Apr 18, 2024 |
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Finding that “needle in the haystack” – Octopus Titan VCT, Malcolm Ferguson
|
Mar 09, 2024 |
|
Investing in larger EIS business (Cera Care, Gravity) – Guinness EIS
|
Mar 04, 2024 |
|
Investing in Lucky Saint, Dash, MPB.com and Luxury Promise – Stuart Veale, ProVen VCTs
|
Feb 28, 2024 |
|
Investing in B2B software companies – Richard Court, Octopus Apollo VCT
|
Feb 23, 2024 |
|
Investing in robotics & AI startups – Dominic Keen, Britbots
|
Feb 16, 2024 |
|
Investing in “primary opportunities” on AIM – Oliver Brown, RC Brown
|
Feb 13, 2024 |
|
Investing on AIM in 2024 – Simon Moon & Max Ormiston, Unicorn Asset Management
|
Feb 05, 2024 |
|
Investing at seed stage – Mark Bennett, Haatch
|
Feb 02, 2024 |
|
Investing in university spinouts – Alun Williams, Parkwalk
|
Jan 30, 2024 |
|
Deeptech investing with Simon King of Octopus Ventures
|
Jan 26, 2024 |
|
Backing 400+ startups: Ed Prior, Startup Funding Club
|
Jan 23, 2024 |
|
How we choose founders to invest in – Andrew Wolfson & Jamie Kennell, Pembroke VCT
|
Jan 15, 2024 |
|
Investing on AIM in 2023/24 – Richard Power, Octopus AIM IHT Service
|
Jan 11, 2024 |
|
Venture Capital beyond southeast England – Bill Nixon, Maven VCTs
|
Jan 04, 2024 |
|
The UK’s youngest Venture Capital Trust – Guinness VCT
|
Dec 20, 2023 |
|
Backing regional businesses: Peter Dines, Northern VCTs
|
Dec 12, 2023 |
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Being a hands-on venture capitalist: Rupert West, Puma Investments
|
Dec 04, 2023 |
|
Managing AIM investments in volatile times: Josh Northrop and Sean O’Flanagan, Whitman Asset Management
|
Nov 30, 2023 |
|
Pure-play technology investing: Will Horlick, Molten Ventures (formerly Draper Esprit)
|
Nov 28, 2023 |
|
[NEW] Meet the Manager – David Hall, British Smaller Companies VCTs
|
Nov 21, 2023 |
|
What might higher interest rates mean for investors?
|
Aug 25, 2023 |
|
Investing through 40 years of change: David Hall, YFM Equity Partners
|
Mar 22, 2023 |
|
Meet the manager: Octopus Titan VCT – Malcolm Ferguson, Octopus Ventures
|
Mar 16, 2023 |
|
How I choose shares — Charlie Huggins, Wealth Club Quality Shares Portfolio
|
Mar 09, 2023 |
|
Meet the manager: Richard Power, Octopus AIM IHT Service
|
Mar 03, 2023 |
|
Meet the manager – Judith MacKenzie, Downing AIM Estate Planning Service
|
Feb 28, 2023 |
|
Primary opportunities on AIM: Oliver Brown, RC Brown Investment Management
|
Feb 24, 2023 |
|
Meet the managers: Chris Pease and Josh Northrop, Whitman AIM Inheritance Tax portfolio
|
Feb 22, 2023 |
|
Meet the manager: Tom Makey, Baronsmead VCTs
|
Jan 31, 2023 |
|
Meet the manager: Matt Currie, Seneca Growth Capital VCT
|
Jan 23, 2023 |
|
Meet the manager – Dr Nigel Pitchford, Thames Ventures VCT2 Healthcare
|
Jan 20, 2023 |
|
Why invest on AIM for Inheritance Tax planning?
|
Jan 18, 2023 |
|
Meet the manager – Rupert West, Puma VCT 13
|
Jan 11, 2023 |
|
Meet the manager – Fred Ursell, Pembroke VCT
|
Jan 05, 2023 |
|
Meet the manager – Reuben Wilcock, Blackfinch Spring VCT
|
Jan 04, 2023 |
|
Meet the manager – Karen McCormick, ProVen VCTs
|
Dec 21, 2022 |
|
Why invest in Venture Capital Trusts? We ask three experts…
|
Dec 13, 2022 |
|
Why invest in SEIS? We ask two VCs and a founder…
|
Dec 07, 2022 |
|
How I choose AIM shares in this market – Stephen English, Stellar AIM Inheritance Tax service
|
Nov 25, 2022 |
|
How I invest in a recession – Charlie Huggins
|
Nov 18, 2022 |
|
Meet the manager: Richard Court, Octopus Apollo Venture Capital Trust
|
Nov 14, 2022 |
|
Investing in the Leisure sector: Paul Bedford, Edition Capital
|
Oct 20, 2022 |
|
Meet the manager: Oliver Bedford, Hargreave Hale AIM VCT
|
Oct 12, 2022 |
|
Anaphite webinar Q&A – audio
|
Jun 28, 2022 |
|
Charlie Huggins – Diploma plc – Business Breakdowns podcast
|
Jun 15, 2022 |
|
Technology and life sciences EIS funds – Louise Farley, partner, Deepbridge Capital
|
May 24, 2021 |
|
Meet the manager: Warren Rogers, Downing Ventures
|
Jan 12, 2021 |
|
Meet the manager: Richard Power, Octopus AIM Inheritance Tax Service
|
Jan 06, 2021 |