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The Tax-Efficient Investor – by Wealth Club
Wealth Club
81 episodes
2 days ago
Become a smarter investor. Meet the managers of UK venture capital 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. For UK individuals 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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All content for The Tax-Efficient Investor – by Wealth Club is the property of Wealth Club and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Become a smarter investor. Meet the managers of UK venture capital 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. For UK individuals 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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Investing
Business
Episodes (20/81)
The Tax-Efficient Investor – by Wealth Club
NEW: Northern VCTs (Venture Capital Trusts) – Meet the Investor: Stephen Johnson, Mercia Ventures

Stephen Johnson of Mercia Ventures is at the helm of the Northern VCTs – a trio of Venture Capital Trusts that have been going since 1995, focusing on the UK’s regions, looking for early stage technology and B2B software businesses. Where have they been investing recently? What kind of exits have they had? Ultimately, should you invest in the Northern VCTs in 2025/26?

In this episode:

  • What are the Northern VCTs, and who are Mercia Ventures
  • Investing in Scalpel (medical vision AI business), Risk Ledger (cybersecurity software) and Send (insurance software)
  • Recent exits from Gentronix (toxicology research) and Intuitive (travel software)
  • CurrentBody IPO (Beauty Tech Group)
  • Is the exit environment improving? And how much risk is there in the VCT?
  • How do the Northern VCTs structure their deals?

For more details on the Northern VCTs, including documents & how to invest, see https://www.wealthclub.co.uk/venture-capital-trusts/northern-vcts/.

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. Venture Capital Trusts (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.

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1 hour ago
11 minutes 6 seconds

The Tax-Efficient Investor – by Wealth Club
NEW: Why we invest in seed stage B2B companies – Fred Soneya, Haatch

Haatch’s founding team is made up of four entrepreneurs with $200m of personal exits behind them. For their EIS fund, they focus on one thing: B2B software companies with recurring revenue. What are some examples, why does this work for them, and why should investors consider their funds? Fred Soneya, partner at Haatch, explains all in the first of our Meet The Investor series for 2025/26.For more details on Haatch EIS fund, including documents & how to invest, see: https://www.wealthclub.co.uk/y/haatch-eisPlease Subscribe (+ 🔔 ) for more Meet The Manager video 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. 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.

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3 days ago
11 minutes 9 seconds

The Tax-Efficient Investor – by Wealth Club
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 funds. 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.

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5 months ago
17 minutes 34 seconds

The Tax-Efficient Investor – by Wealth Club
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 exit

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. The investments described are high risk and illiquid.

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5 months ago
16 minutes 38 seconds

The Tax-Efficient Investor – by Wealth Club
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 Apollo
  • What 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.

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7 months ago
8 minutes 10 seconds

The Tax-Efficient Investor – by Wealth Club
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 Sensoteq
  • How does Maven find and win deals?
  • Maturing investments Rockar, Summize and HCS
  • A busy year for exits: Quorum Cybersecurity, Mirrorweb and Novatus
  • Why 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.

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7 months ago
11 minutes

The Tax-Efficient Investor – by Wealth Club
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 bathroom
  • Investing in Sportable – data and analytics for sports team managers and broadcasters
  • How does Guinness add value post-investment?
  • Portfolio stalwarts Cera Care and Obrizum
  • How risky is the EIS fund?

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. 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.

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8 months ago
12 minutes 23 seconds

The Tax-Efficient Investor – by Wealth Club
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 Vinader
  • What 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.

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8 months ago
13 minutes 45 seconds

The Tax-Efficient Investor – by Wealth Club
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 Kitwave
  • Maturing investments Elixirr and Gamma Communications
  • When 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.

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8 months ago
11 minutes 41 seconds

The Tax-Efficient Investor – by Wealth Club
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 company
  • Investing 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, Zelim
  • Risks, failure rate, exit outlook and secondary opportunities

For 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.

Show more...
8 months ago
9 minutes 24 seconds

The Tax-Efficient Investor – by Wealth Club
How we invest in seed-stage companies – Fred Soneya, Haatch

Haatch’s team has invested in approaching 100 early stage companies. What have they learned to date? What business models and sectors do they specialise in? Where do they now focus their efforts when it comes to helping companies post-investment? We meet Fred Soneya to talk through their approach to SEIS investing. In this interview:

  • Who are the partners at Haatch and what’s their background?
  • What is important re: founders?
  • Why has Haatch changed how it works with companies
  • Investments in Social Tip, Cybaverse, Popp, Ningi
  • What about the risks?
  • What is the outlook for exits?

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. EIS and SEIS 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.

Show more...
8 months ago
14 minutes 58 seconds

The Tax-Efficient Investor – by Wealth Club
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.

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 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.

Show more...
9 months ago
14 minutes 29 seconds

The Tax-Efficient Investor – by Wealth Club
How we apply venture capital across 3 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.

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.

Show more...
9 months ago
19 minutes 10 seconds

The Tax-Efficient Investor – by Wealth Club
Why invest in university spinouts? Anne Dobrée, Parkwalk Advisors

What is special about university spinout companies? Why should investors consider backing them via an EIS fund? Veteran spinout investor Anne Dobrée, of Parkwalk Advisors and former head of ventures at the University of Cambridge, talks to us about:

  • Why invest in university spinout companies?
  • Who are Parkwalk, and what makes them qualified to do this?
  • Recent Parkwalk investments: Accelercomm, Phoremost and Evoralis
  • How does Parkwalk find and win these investments?
  • Example of a maturing investment: Cytora (AI platform for insurers)
  • Recent exits: Versed AI (bought by Exiger), PetMedix (bought by Zoetis)
  • How risky is investing in spinouts?

For more details, including documents & how to invest, see https://www.wealthclub.co.uk/y/parkwalk-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 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.

Show more...
9 months ago
10 minutes 29 seconds

The Tax-Efficient Investor – by Wealth Club
Why we back early-stage B2B companies — Seb Wallace, Triple Point Venture VCT – Meet the manager

“The returns profile of those businesses reflects better, we believe, on the way the UK works.” Why does Triple Point Venture VCT focus on early-stage B2B companies? Watch the interview to find out… Here’s what we cover:

What sort of companies does the VCT invest in and why? Recent investment Treefera (monitoring carbon sequestration of forests) and Heat Geek (scaling up the installation of heat pumps) Maturing investment Scan.com (medical imaging inventory) and Modo Energy (monitor batteries for renewable energy storage) Who are Triple Point’s entrepreneur advisors and how do they help early stage companies? Exits, risks and failures

For more details on Triple Point Venture VCT, including documents & how to invest, see
https://www.wealthclub.co.uk/y/triple-point-vct.

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.

Show more...
9 months ago
11 minutes 50 seconds

The Tax-Efficient Investor – by Wealth Club
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.

Show more...
9 months ago
14 minutes 56 seconds

The Tax-Efficient Investor – by Wealth Club
Why we invest solely in technology – Will Horlick, Molten Ventures

“We’re probably one of the only Venture Capital Trusts that has that 100% risk exposure to technology.” Meet Will Horlick of Molten Ventures, whose Venture Capital Trust (VCT) recently exited surgical device innovator Endomag. The portfolio also includes fintech ‘unicorn’ Thought Machine. What is the VCT’s investment approach in 2025? 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.

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. 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.

Show more...
9 months ago
13 minutes 4 seconds

The Tax-Efficient Investor – by Wealth Club
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.

Show more...
9 months ago
12 minutes 25 seconds

The Tax-Efficient Investor – by Wealth Club
What’s so important about founders? Andrew Wolfson & Alicia Taylor – Pembroke VCT

Why are founders so important in Venture Capital? Who are some of the people and companies that Pembroke VCT has backed? Meet Andrew Wolfson (CEO) and Alicia Taylor (Investment Manager) of Pembroke Investment Managers, to find out what goes into their Venture Capital Trust (Pembroke VCT).

Featuring WNU (With Nothing Underneath), Transense, LYMA Life and Secret Food Tours.

For more details on Pembroke VCT, including documents & how to invest, see
https://www.wealthclub.co.uk/y/pembroke-vct

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.

Show more...
9 months ago
21 minutes 18 seconds

The Tax-Efficient Investor – by Wealth Club
Why we invest in the North of England – Dave Foreman, Praetura Ventures

How does Praetura select investments? How does it help founders? And what are some good reasons to consider investing in the North? Meet Dave Foreman, co-founder of Praetura Ventures, to find out what goes into their Venture Capital Trust and EIS Growth Fund.

  • What type of companies does Praetura invest in?
  • Why focus investment in the north of England?
  • At what stage does Praetura invest, and why?
  • Why we invested in Seatfrog, Lunio and AccessPay
  • What’s so important about mentorship?
  • Maturing investments Reacta (allergen testing medical product) and Percayso (insurtech that recently acquired Cazana)
  • What’s the exit strategy? How is the current exit environment?
  • How is the largest holding, Modern Milkman, doing
  • How risky is Praetura’s part of the market?
  • To sum up, why should investors consider backing Praetura?

For more details on the Praetura funds mentioned in the video, including documents & how to invest, see
https://www.wealthclub.co.uk/y/praetura-vct
https://www.wealthclub.co.uk/y/praetura-eis

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 and EIS investments 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.

Show more...
9 months ago
20 minutes 12 seconds

The Tax-Efficient Investor – by Wealth Club
Become a smarter investor. Meet the managers of UK venture capital 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. For UK individuals 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/.