Wealth Club Limited

26/02/2026

What are the key dates and allowances for 2025/26? MoneyWeek has an experienced investor’s end of tax year checklist here (linked below…)

“High net worth investors with multiple sources of income, or complex tax arrangements, often find that planning for the end of tax year deadlines is a headache – and this year it risks becoming a migraine. There were yet more tweaks to taxes at the 2025 Budget, making affairs even more complicated at a time when tax rates remain at the highest levels in peacetime. So, investors wanting to reduce their tax bills should act now rather than leaving everything to the last minute.” – Susannah Streeter

The clock is ticking down before the end of the 2025/26 tax year, when any tax-free savings and investment allowances are lost. For experienced investors, though, the deadline for some tax-saving schemes is even earlier.

19/08/2025

In MoneyWeek: Alex Davies, founder and CEO of high-net-worth investment service Wealth Club, tells us where he’d put his money.

👉 https://moneyweek.com/investments/profiting-from-the-potential-of-private-markets-has-become-more-affordable

Alex mentions funds from EQT, Lexington and Brookfield Oaktree.

16/01/2025

City AM rounds up five British venture-backed success stories: https://www.cityam.com/revolut-interactive-investor-and-abcam-britains-venture-capital-success-stories/

This article celebrates “British businesses that have grown from small startups to industry champions, earning their investors huge returns. [Crowdfunding and VCTs] have helped create a series of British champions … Listing on London’s AIM has also been an excellent option for companies, even though it’s fallen out of favour in recent years.”

Featuring VCT-backed Quantexa and interactive investor, from AIM abcam and Gamma, and from crowdfunding, Revolut. Read more: https://www.cityam.com/revolut-interactive-investor-and-abcam-britains-venture-capital-success-stories/

Revolut has produced huge returns for its early backers. City AM has rounded up the UK's other venture capital success stories.

04/09/2024

”Investors flock to venture capital trusts amid fears of looming tax hikes” – https://www.thisismoney.co.uk/money/investing/article-13805207/Investors-flock-venture-capital-trusts-amid-fears-looming-tax-hikes-labour-budget.html

This is Money reports on how the Mobeus venture capital trusts (VCTs) raised £9.6million through Wealth Club within just an hour of their latest share offer opening on 2 September. Read more ↓

VCTs not only offer investors tax relief and tax-free dividends, but they are also free of capital gains tax.

18/04/2024

Venture Capital Trusts have raised £3 billion in the last 3 tax years – and 2023/24 was the third highest year on record. Who raised what? Here is a timelapse of the 26 VCTs that opened during the tax year… Figures and commentary in our article: https://www.wealthclub.co.uk/articles/investment-news/vct-fundraising-2023-24/

20/03/2024

Is it time to dump global tracker funds? This piece in MoneyWeek quotes our research showing how the popular investment vehicles are becoming less diverse… Read more:

The traditional mantra of relying on a global tracker is under threat as risky technology stocks dominate funds – how should you invest?

15/01/2024

Wealth Club has been ranked 8th most active angel investment network in UK in this report by Beauhurst – https://www.beauhurst.com/blog/top-angel-networks-uk/. It’s based on £3.31bn worth of deals completed from 2011 to 2022 (Wealth Club launched partway through this period, in 2016)

We rank the most active angel investor networks in the UK, and explore their most common sectors and locations of interest.

31/07/2023

“Thousands of savers may be on the hook for inheritance tax (IHT) because they are holding small UK companies through funds instead of investing in them directly”, writes David Brenchley in The Times. Read more: https://www.thetimes.co.uk/article/how-investing-can-help-you-swerve-inheritance-tax-kg6xk0bth.
This article draws on Wealth Club research showing 9 of the 10 AIM stocks most commonly held by UK fund managers would qualify for IHT relief if the end investor held the shares directly or in a tax-efficient structure, instead of in funds.

Thousands of savers may be on the hook for inheritance tax (IHT) because they are holding small UK companies through funds instead of investing in them directly, writes David Brenchley

24/05/2023

In the Evening Standard: Why are households paying £90 million more in IHT than last year? https://www.standard.co.uk/business/inheritance-tax-receipts-grow-to-ps597-million-amid-frozen-thresholds-b1083093.html

With comments from Wealth Club’s Alex Davies

Wealth managers said many are turning to gifting or donating to avoid having to pay the tax

29/03/2023

In City AM – How to invest a £100,000 bonus
https://www.cityam.com/tax-year-end-six-ways-to-invest-a-100000-bonus/
with comments from Wealth Club’s Alex Davies

Next week marks the end of the 2022/23 tax year, with midnight on 5 April the deadline for using available tax-free savings and investment allowances.

10/03/2023

Charlie Huggins, manager of the Wealth Club Quality Shares Portfolio, describes his approach to choosing shares. The Quality Shares Portfolio (https://www.wealthclub.co.uk/Charlie/) is a high-conviction global equities portfolio for high net worth and sophisticated investors. In this interview:
‣ Three things that differentiates Charlie’s approach
‣ Definition of a great business
‣ Examples, including Diploma plc and Croda International
‣ The types of companies Charlie avoids
‣ How important are share prices / company valuations?
‣ Why culture is so important in a company – and how to assess it
Please note: This video outlines Charlie’s investment views. It is not advice nor a personal or research recommendation to buy, sell or hold any of the investments mentioned. Experienced investors should form their own considered view or seek advice if unsure. Charlie personally holds shares in Croda and Diploma. Wealth Club Quality Shares Portfolio is a concentrated equity portfolio designed for high net worth or sophisticated investors: your capital is at risk. If you’re unsure an investment is right for you, please seek professional advice.