Are #FTSE & AIM #shares cheap? I posed the question, "Is the UK Stock Market undervalued?" to my stellar Master Investor show Investing Matters panel of experts🌟George O Connor Charlie Huggins Stephen Yiu 🐳 Gervais Williams🌟 lse.co.uk/media/investin… THREAD🧵1/ + best potential #stocks?

Is it time to dump global trackers? This piece in MoneyWeek quotes our research showing how the popular investment vehicles are becoming less diverse… Read more: moneyweek.com/investments/ti… ✍️ by Marc Shoffman 🗣️ @nicholashyett #funds #investing

In the Financial Times — Late surge of Venture Capital Trust investment (10 days to tax year end…) ft.com/content/a99150…. ✍️ Martha Muir #venturecapital

The 2023/24 year saw the third highest Venture Capital Trust on record, beaten only by the record 2021/22 and 2022/23 tax years: cityam.com/venture-capita…

#IHT receipts storm to a record high for 3rd successive year, Just Wealth Club ...check if they may get caught by the tax. A good way to start is to assess the entire value of their estate, including an up-to-date valuation of their property... actuarialpost.co.uk/article/iht-re…

Cardiff-based #insurtech Peppercorn raised £3.25 million in an oversubscribed round from Wealth Club, EHE Venture Studio and @DevBankWales. Its conversational AI tool, Pipr, talks to customers as they get a quote & set up their insurance policy. Read more: tech.eu/2024/04/24/pep…

💡 How are three EIS investments changing the world with their cutting-edge technologies? LettUs Grow, Bramble Energy Ltd and OW Smell Made Digital explain how their transformative technologies are tackling some of the world’s greatest challenges 👇

#InheritanceTax Receipts raise almost GBP1bn in one month, Wealth Club ...Frozen tax brackets mean many who would not consider themselves wealthy will find themselves falling into the IHT bracket in future... tinyurl.com/4b546jva

A thread well worth a read…

Investors flock to venture capital trusts amid fears of looming tax hikes – This is Money “Two Mobeus VCTs raised £9.6million through Wealth Club within just an hour of their latest share offer opening…” thisismoney.co.uk/money/investin… 🖋️ @HarveyDorset9 🗣 Nicholas Hyett

Why invest in university spinouts? 💡 Anne Dobrée joined Wealth Club to discuss further: parkwalkadvisors.com/2025/02/why-in… Tax reliefs dependent on individual investor circumstances. Take 2 mins to learn more: lnkd.in/eg6gmrHd 3 February 2025

Thank you 🙏🏻 Simon King for so eloquently explaining DRIFT's energy ships and the reasons that Octopus Ventures backs us in this insightful interview with Wealth Club. Watch it here >> youtu.be/U4fbzGghkSs?si…

“For the past couple of decades #privateequity has felt like the best party in town, but to which ordinary people were not invited. Our new service turns that on its head…” In The Times: Tracey Boles on UK’s first fund supermarket for semi-liquid PE funds thetimes.com/business-money…

.Wealth Club launched the UK's first PE fund supermarket, granting high-net-worth individuals direct access to funds managed by Apollo Global Management, Inc., Brookfield, Hg, and EQT Group. 🔗Read more here: pe-insights.com/wealth-club-op… #PEInsights #PrivateEquity #WealthManagement #Investments

VCTs raised £895m in the 2024/25 tax year - the third highest fundraising in a tax year. Good news for the UK's ambitious young companies who will benefit from this financial support! Venture Capital Trust Association Wealth Club

In MoneyWeek: Three ways for investors to access private markets… 👉 moneyweek.com/investments/pr… Alex Davies mentions semi-liquid or evergreen funds from EQT Group, Franklin Templeton and Oaktree

What kind of returns will real assets – such as infrastructure – be able to provide via private markets funds? City AM’s Maisie Grice spoke to Alex Davies … cityam.com/private-market…

In MoneyWeek: “The £300m listing was also a big win for Venture Capital Trusts”… Following The Beauty Tech Group (CurrentBody)’s IPO, David Prosser’s article spotlights their Venture Capital Trust backers (@Mercia_plc) and explains VCTs for investors… moneyweek.com/investments/in…

Stat of the day An FOI by Wealth Club Wealth Club shows that the top 500,000 taxpayers contributed £93.8 bn in taxes in 2023/24 - 33% of the total raised. The top 100,000 among them paid £54.9 bn. Maybe Rachel Reeves shouldn't be too nasty to the better-off in ##Budget2025? 💷

Government relies on top 500,000 taxpayers for one-third of all income tax and CGT receipts – thisismoney.co.uk/money/tax/arti… ✍️ Angharad Carrick in This Is Money 🗣 FOI request and comments from Alex Davies