Wealth Club Limited

Wealth Club Limited Wealth Club is the UK’s no.1 investment broker specialising in tax-efficient investment opportunities Our service is not advice.

Wealth Club offers tax-efficient investments for high net worth and experienced investors. We aim to offer more compelling and advanced investment opportunities than are usually available through mainstream investment platforms and financial advisers. These include VCTs, EIS and SEIS funds, single company EIS investments, private equity, distressed debt funds, forestry, property deals and Inherita

nce Tax portfolios. What we provide is in-depth research on such opportunities, explaining the risks in straightforward English, so that experienced investors can decide for themselves whether to invest. The business was founded by Alex Davies, a former Hargreaves Lansdown director, who found that good-quality services designed to help high net worth and sophisticated investors research and execute non-standard and tax-efficient investments were thin on the ground. Prior to setting up Wealth Club, four of the management team held senior positions at Hargreaves Lansdown, one of the UK’s largest and most successful stockbrokers. On 9 January 2018 Wealth Club acquired Clubfinance, forming what we believe is the UK’s largest investment platform for high net worth and experienced investors. Wealth Club is the largest non-advised broker of VCTs.

What are the key dates and allowances for 2025/26? MoneyWeek has an experienced investor’s end of tax year checklist her...
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.

Address

20 Richmond Hill
Bristol
BS81BA

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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