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The Tax-Efficient Investor – by Wealth Club
Wealth Club
89 episodes
20 hours 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 (20/89)
The Tax-Efficient Investor – by Wealth Club
Why invest in B2B startups? Fred Soneya, Haatch

We talk to Fred Soneya, partner at Haatch, about backing business-to-business software startups. What do they look for in an investment, and how do they find these early-stage companies? What are some examples? And how do you exit these investments? Watch now to learn 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 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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13 hours ago
12 minutes 1 second

The Tax-Efficient Investor – by Wealth Club
[NEW] Being the most active investor in UK startups – Ed Prior, SFC Capital

“We back around 100 startups each year, building innovative and diversified portfolios for our investors who also benefit from SEIS and EIS tax relief. Our sweet spots tend to be areas like deep tech and AI – where we’re the UK’s most active investor – climate tech, where we’re Europe’s most active investor – fintech, where we’re this year the UK’s most active investor – and then areas like life sciences, biotech and medtech, which are core tenets of the UK’s industrial strategy.” Meet Ed Prior of SFC Capital, the investors behind the popular Startup Funding Club SEIS and EIS funds. In this interview:

  • What are the Startup Funding Club SEIS and EIS funds?
  • What sort of companies receive SEIS investment from SFC?
  • Why is SFC “big believers in [portfolio] diversity”?
  • Examples: 4D Medicine (resorbable surgical implants), Magic AI (intelligent personal trainer) and Odore (customer advocacy platform)
  • Exits, including Ryft (payments platform) and Transcend (sustainable packaging)
  • Role of secondary investors in exits
  • Risks of the funds
  • Ultimately, why consider investing?

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. SEIS and 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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3 days ago
12 minutes 48 seconds

The Tax-Efficient Investor – by Wealth Club
Why invest in seed-stage B2B companies? – Seb Wallace, Triple Point

“The companies we invest in, the stage we invest, and the diversification in the portfolio” – all these things make Triple Point Venture VCT different to other Venture Capital Trusts, in the view of Seb Wallace, partner at Triple Point Ventures. Watch this interview to learn more:

  • Backing Nory, Scan.com, Lateral and Heat Geek
  • How does Triple Point source deals? What % of deals are outbound originated?
  • Graduation rate (seed to Series A)
  • Exit environment for B2B SaaS companies
  • How risky is the VCT for investors? Ultimately, why consider investing?

For more information on Triple Point Venture VCT – including our review, documents and how to invest – please see https://wealthclub.co.uk/y/triple-point-vct

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. 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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2 weeks ago
13 minutes 25 seconds

The Tax-Efficient Investor – by Wealth Club
Meet the investors behind Fussy, MOTH and Goodrays – Lisa Fox, Guinness Ventures

Guinness Ventures has backed personal care brand Fussy, cocktails-in-a-can MOTH, and CBD drink Goodrays – all at an early stage of the companies’ growth. What is their EIS fund and what does it invest in? We meet Lisa Fox to find out. In this episode:

  • How does Guinness find these investments?
  • Hands-on involvement, or leave management to it?
  • Investing in Perci Health (holistic cancer care) and Yaso (launching brands in China)
  • Maturing healthcare investments Cera Care and Evaro
  • Maturing consumer investments Fussy, MOTH and Goodrays
  • Exit track record (Pasta Evangelists, ContentCal, Imagen, PlotBox)
  • Risks of the EIS fund – and ultimately, why consider investing?

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.

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3 weeks ago
8 minutes 51 seconds

The Tax-Efficient Investor – by Wealth Club
Why spearhead business growth with AI? Pembroke VCT – Fred Ursell & Felix Danczak

Pembroke VCT is a Venture Capital Trust with investments in consumer, business services and technology. Established 12 years, the portfolio includes maturing growth companies such as Lyma and has previously had success backing brands like Plenish, Pasta Evangelists (there have also been failures). Watch this discussion with Head of Investments, Fred Ursell, and Head of Growth & AI, Felix Danczak. What are they “obsessed with” when it comes to finding the right companies to invest in? What are some examples of current investments? And what are the top three reasons investors might consider this VCT? In this episode:

  • What is Pembroke VCT and who manages it?
  • What sort of companies does the VCT invest in – stage, sector, characteristics
  • How does Pembroke approach value creation and use of AI?
  • Working with AI photobook company Popsa, cold laser beauty treatment Lyma, and “a perfect example of ‘in a gold rush, sell shovels’” (Peak AIO)
  • What are the risks? Ultimately, why should investors consider Pembroke VCT?

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.

For more details on Pembroke VCT, including documents & how to invest, see https://wealthclub.co.uk/y/pembroke-vct. And please Subscribe for more Meet The Investor interviews.

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1 month ago
13 minutes 30 seconds

The Tax-Efficient Investor – by Wealth Club
Why invest in British Smaller Companies? Tom Phillips, YFM Equity Partners

We talk to Tom Phillips of YFM about the British Smaller Companies Venture Capital Trusts (VCTs). Where do they invest, what stage, what sector, and how is it going? Why should investors consider them?IMPORTANTThe 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.For more details on British Smaller Companies VCTs, including documents & how to invest, see https://wealthclub.co.uk/y/british-smaller-companies/

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1 month ago
14 minutes 25 seconds

The Tax-Efficient Investor – by Wealth Club
Why invest in these four technology sectors? Will Horlick, Molten Ventures

“Within innovation, that’s where you’re going to find returns” – we get the views of Will Horlick, manager of Molten Ventures VCT, which makes venture capital investments in early-stage technology businesses. With portfolio examples encompassing quantum computing, space tech, core banking systems, chip manufacturers, and four recently exited businesses this interview explains that strategy to potential investors. Watch now… In this interview:

  • Which four sectors does the VCT invest in?
  • Investing in Thought Machine, Form3, Riverlane, Satellite Vu and XMOS
  • Four recent exits – including Endomag, Ravelin and Freetrade
  • Why has the exit environment been buoyant for Molten plc?
  • Risks, and ultimately why consider Molten Ventures VCT?
  • For more details, including documents and how to invest, see https://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 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 month ago
10 minutes 12 seconds

The Tax-Efficient Investor – by Wealth Club
Investing “where UK is strongest” – Shane Gallwey, Guinness VCT

The Guinness Venture Capital Trust now has 22 investments, plans to pay its maiden dividend in April 2026, and has just had its first exit. We talk to Guinness Ventures CEO Shane Gallwey to find out how they approach investing. Why is £1 million of revenue such an important filter for Guinness Ventures? Is stage more important than sector? And what sectors do they think UK is strongest in? In this interview:

  • Investing in JAAQ – ‘Just Ask A Question’ to support mental health
  • Investing in Mintago – helping individuals with savings, pension and debt through employer-focused fintech
  • How important are second- and third-time founders?
  • Maturing business Dragonfly AI
  • A partial exit from PlotBox – and will secondary exits become more common in UK?
  • What are the risks of the VCT? Ultimately, why

For more information, including documents and how to invest, please see https://wealthclub.co.uk/y/guinness-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 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...
1 month ago
11 minutes 1 second

The Tax-Efficient Investor – by Wealth Club
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.

Show more...
1 month ago
11 minutes 6 seconds

The Tax-Efficient Investor – by Wealth Club
Why 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-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. 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...
2 months ago
11 minutes 9 seconds

The Tax-Efficient Investor – by Wealth Club
Why 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.

Show more...
7 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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7 months ago
16 minutes 38 seconds

The Tax-Efficient Investor – by Wealth Club
Why invest in private credit? 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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9 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.

Show more...
9 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.

Show more...
10 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.

Show more...
10 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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10 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...
10 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...
10 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...
11 months ago
14 minutes 29 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/.