If you are a high earner – with dividends, property, pensions and estates all in the Treasury’s firing line – where can you still invest tax-efficiently?

This free 16-page guide explains in plain English how experienced investors could:

Get up to 50% income tax relief

Earn tax-free dividends

Wipe out up to half of a capital gains tax bill

Shield your investments from 40% IHT

Escape the pension restrictions

Higher earners will continue to bear the brunt of the Government’s tax plans – and more people will now be caught. The number of top-rate taxpayers has more than doubled in the past three years, while higher-rate taxpayers are expected to number 6.3 million this tax year (up from 4.4 million).

When you request this guide you become a member of Wealth Club and will receive further information by email and/or post about our services. There are no costs or obligations attached to your membership and you can cancel it at any time or object to your data being processed by contacting us. Your personal data will remain confidential, and will never be passed to any other company, unless required by law – here is our full Privacy Policy.

Meanwhile a string of restrictions limits what many can contribute to their pension – one of the traditional tax-efficient ways to invest.

So where can experienced investors turn to invest tax efficiently? Download your free guide to find out.

Please note: some of the investments described are in small companies, which are riskier than larger ones. The trade-off is that if you are a high net worth individual or sophisticated investor you could enjoy significant benefits. Remember, tax rules can change and benefits depend on circumstances. This free guide is not advice or a personal recommendation – it simply explains the main facts, so you can decide for yourself.

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IMPORTANT NOTE

Wealth Club’s service is directed exclusively at, and intended to be used only by, persons in the UK who will be required to self-certify as Sophisticated Investors or High Net Worth Individuals before applying to invest in any of the products featured. It is not directed at any person where (by reason of nationality, residence, domicile or otherwise) the usage of the website is prohibited. 

The investment products on this website are not for everyone. They are generally higher risk and require a longer investment term. You may get back less than you invest. It is therefore important to understand the Risks and Commitments of these products. 

We’ve made every effort to ensure the accuracy of the material on our website, but cannot guarantee its accuracy or currency. It reflects our understanding of current product and tax rules, which may change in future. It is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell any securities, or as investment or tax advice. If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice.

Wealth Club is the UK’s largest investment service for high net worth and experienced investors. 

We aim to provide clear, impartial and well-researched information on investment opportunities including Venture Capital Trusts, Enterprise Investment Scheme (EIS / SEIS) funds, direct single company investments, Inheritance Tax portfolios, Forestry funds, and Private Markets funds.

We do this so that you can confidently decide for yourself where to invest. We review performance data, analyse fund managers’ track records and experience. We meet and interview the fund managers to add depth to our research.

Wealth Club is a relatively young business but its founding members have years of investment experience. Four of us have held senior positions at one of the UK’s largest, most successful stockbrokers.

Alex Davies, founder and chief executive, was a board director at Hargreaves Lansdown. He led the team that built the UK’s largest direct-to-consumer SIPP with more than 150,000 clients and over £12 billion under management. Alex is a keen investor with a portfolio of shares, funds, property, EIS, SEIS and VCTs. 

Despite having launched as recently as February 2016, the media has quickly recognised Wealth Club and regularly comes to us for comments on tax-efficient investments. Alex and our research team have regularly been quoted in the FT, Times, Telegraph, City AM, MoneyWeek, This Is Money and Investors’ Chronicle, to name but a few. 

More than 12,400 investors have already invested over £1.5 billion through our service (Jul 2024). As one client put it: “Seeing a website with intelligent commentary on the various offerings is a breath of fresh air”.

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