Home » Investment Education » Advanced topics » Tax Advantaged Investments
ShareSoc
INVESTOR ACADEMY
EIS and VCTs; IHT-advantaged investments
| Group description: | This group is open to all levels of investor and is particularly popular because it meets after working hours in central London. The meeting usually has a presentation or group discussion on aspects of investing and also runs a Buys & Sells session which gives everyone the chance to see what the other group members are buying or selling and why. |
| Meeting Type/Venue: | The venue is near Victoria Station in a pub where the group also enjoy a meal from a typical pub menu. |
| Meeting Frequency/Timing: | This group meets in the evening in London. It is a face to face group that meets every third Tuesday in the month from 6.30pm to 9pm. |
| Group description: | This group is for those interested in investing in the USA. It is open to all investors with a special interest in this area and all levels of experience are welcome. A typical meeting will have a discussion on a particular market issue or a presentation by a member or external speaker on a subject of interest to the group. All members are expected to play a part in presenting and to take an active role in making the group of value to all its members. |
| Meeting Type/Venue: | As a specialist group with a wide geographic spread of members, our meetings are held on zoom. |
| Meeting Frequency/Timing: | Meetings are monthly and are held on the third Tuesday in the month from 11-12.30PM. |
| Group description: | This group was set up as a forum to discuss companies in detail, each company is introduced by a member and discussion may last one or two hours. Membership is by invitation only. |
| Meeting Type/Venue: | The group meets at a venue in Waterloo, London. |
| Meeting Frequency/Timing: | Meetings are from 11.00 until 16.30 and at two month intervals. |
| Group description: | This group was set up as a forum to discuss companies in detail, each company is introduced by a member and discussion may last one or two hours. Membership is by invitation only. |
| Meeting Type/Venue: | The group meets at a venue in Waterloo, London. |
| Meeting Frequency/Timing: | Meetings are from 11.00 until 16.30 and at two month intervals. |
| Group description: | A group that welcomes investors with all levels of experience. We aim to provide a friendly north-eastern welcome to anyone that wishes to join, share their knowledge of investing and benefit from others’ knowledge and experience.
The group discusses a range of investment related topics. |
| Meeting Type/Venue: | Currently, we’re meeting in-person at a venue in Durham. |
| Meeting Frequency/Timing: | Meetings occur monthly, on weekday evenings from 7pm-9pm. We may vary this, according to demand from group members. |
| Group description: | Group focused on active investing, primarily in small / medium cap UK equities. |
| Meeting Type/Venue: | Zoom. |
| Meeting Frequency/Timing: | Monthly on Saturdays at 10am. |
| Group description: | We hold monthly in-person meetings with possible exceptions in August and December. Discussions are generally on the topic of investment strategy and potential companies of interest. Each member is expected to make an investment-related presentation approximately once a year. |
| Meeting Type/Venue: | We meet in a private room at a pub around 7 miles SW of Oxford. We usually each order a dish from the pub menu that is served during the meeting. |
| Meeting Frequency/Timing: | Meetings are in-person, monthly on the 4th Tuesday of the month at 7pm. Typical meetings last 2 to 2.5 hours. |
| Group description: | The group has been successfully operating for over 20 years and currently has members with diverse investment styles. However there is sufficient in common to ensure an interesting mix of ideas and experience which provides a great sounding board for investing as well as the opportunity to enhance our investment skills.
Some members lean towards a buy and hold approach whilst others trade more frequently, some use technical analysis methods, others use fundamentals or a combination. Discussions cover companies predominantly listed on the London Stock Exchange, including small AIM stocks, but investments in other countries are sometimes included. Investment trusts, exchange traded funds, bonds and some other financial instruments are included. Economic issues as they relate to investing are discussed for those who adopt a top down approach. Additionally, experience of different investing software and information sources provides good insights into what members find works well for them. If an investment related subject is of interest to the majority of the group then it is included, such as government budget announcements, pensions and inheritance tax etc. |
| Meeting Type/Venue: | Pre Covid we had face to face meetings once a month in a pub for a 3 hour session just a few miles to the west of Cambridge during an evening. Covid forced a change to video conferencing for meetings. These meetings remain monthly but are split into two shorter sessions, they normally take place on the first and second Thursday of each month. From 2023 at least two meetings during the year will be face to face.
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| Meeting Frequency/Timing: | Monthly, usually on the first and second Thursday of each month from 7pm. Any face to face meetings will also be on a Thursday at 7pm. |
| Group description: | Our group is a broad church that contains investors of varying age and experience. We discuss stocks and investment trusts that we have bought, sold or are interested in and the reasons behind our decisions, and try to make sense of the ever changing investment environment. Our members backgrounds are diverse and include corporate banking, engineering, teaching and the leisure industry. Discussions are robust and challenging but tend to be to be informal, and do not generally involve agendas, presentations or detailed preparation. |
| Meeting Type/Venue: | Our meetings are held on Zoom, although we are all based around London so try to meet centrally for lunch from time to time. |
| Meeting Frequency/Timing: | We meet every 2 months, generally midweek at 10.30am. |
| Group description: | The group is open to more experienced and established investors who are active traders in shares, bonds and other investment vehicles. All present members are “mature” individuals but this would not preclude younger experienced investors.
At present there is an interest within the group in AIM shares with a view to inheritance tax planning but this is not in preclusion to other interests, REITs, Investment Trusts, Property etc. |
| Meeting Type/Venue: | Meetings take place in person at private houses mainly in the north Leeds area. On occasion, especially in the summer, meetings may be held in members’ houses elsewhere in the general area.
At each meeting the members outline their recent activity and its relevance to their overall investment goals. Current fiscal events and economic conditions are discussed. |
| Meeting Frequency/Timing: | The group meets each month on a working day determined at the end of the preceding meeting.
The meetings commence at 10:30 am and continue until around 1:00 to 1:30 pm. |
| Group description: | A small group covering Dorset and South Hampshire.
We enjoy wide ranging discussions sharing views and knowledge on all investing types. We discuss relevant world events, sectors of interest, unit and investment trusts and individual equities. The group has been running for many years and members are all active investors. New members welcome. |
| Meeting Type/Venue: | Monthly meeting alternating between Zoom and Face to Face. The latter is in a local pub near the New Forest. All the meetings of recent years have taken place in the evening. |
| Meeting Frequency/Timing: | Monthly during the evening, 7pm-9pm. |
| Group description: | Meeting once a month, our group covers a variety of investment styles. We also have an active WhatsApp group and we welcome new members. |
| Meeting Type/Venue: | Physical meetings at a venue in Preston, Hitchin, SG4. |
| Meeting Frequency/Timing: | Monthly on a Saturday at 10am (usually the last Saturday of the month). |
| Group description: | Experienced investors who have been members many years and newer members wanting to learn about investing. Members discuss portfolio content and reasons why they have certain assets and investments. Buys and sells discussed along with interesting shares being considered along with current issues in the market of local or international influence. |
| Meeting Type/Venue: | Physical face to face meetings held in a central pub in Easton in Gordano. |
| Meeting Frequency/Timing: | Usually monthly to 6 weekly, mid week 12 noon to 2pm with lunch. |
| Group description: | We are a relatively small group, but have a wide range of interests so always start every meeting with a discussion about world issues and the “investing environment” generally. We always discuss individual members market activity and any interesting opportunities on their watchlists. There is currently a lot of expertise in the small cap value area of the market within the group. |
| Meeting Type/Venue: | Our preference is for a physical meeting and a hotel in Meriden (Coventry) is the usual location, but we do have on-line meetings when weather and/or health issues make that the most suitable option. We rotate the chair and this is agreed at the previous meeting. |
| Meeting Frequency/Timing: | Our preference is to meet every 4 weeks on a Thursday evening, but the exact details are agreed at the previous meeting. |
| Group description: | The Options group has been meeting monthly for some 20+ years and new members who are either trading or interested in trading options are always welcome. Our members trade options predominately on both UK and USA shares, indices, currencies and commodities. |
| Meeting Type/Venue: | Prior to Covid all monthly meetings were at a west London golf club, close to an underground station, where we had a one course lunch prior to our meetings in a private room. Since Covid all meetings have been via video and some new members have joined who are too far from west London to meet face to face. However, it is intended that future meetings will be both in person and via video link. |
| Meeting Frequency/Timing: | Meetings are monthly, on the 4th Wednesday of each month, normally from 12:30 to 2:30 and sometimes run over. |
| Group description: | A small group whose primary interests are equity and Investment Trusts. |
| Meeting Type/Venue: | Currently meeting online using Skype. It is envisaged to have occasional meetings at member’s private houses in the future. |
| Meeting Frequency/Timing: | Meetings are held fortnightly on Tuesday mornings using Skype. |
| Group description: | Most members are experienced investors. The main focus is on equity investments (single stocks or investment trusts). Other asset classes are discussed. Meetings involve presentations from members who are expected to lead discussions from time to time. |
| Meeting Type/Venue: | Meeting quarterly, physically in Central London. Other months (8 months per year) on Zoom. |
| Meeting Frequency/Timing: | Meetings are generally held on the 3rd Wednesday of the month. The Quarterly physical meetings are from 11am-4pm (with approximately 1 hour break for lunch), the Zoom meetings (during the other 8 months) tend to last up to 2 hours (11am – 12:45pm). |
| Group description: | A long-established group, however, we welcome new applications. Our meetings start at 10:15am with coffee and scones when members comment on their investment activities since the previous month. Generally, each member reports on a specific Company/IT/Fund e.t.c. This brings us to about 12:30pm when the meeting ends, and we have lunch. |
| Meeting Type/Venue: | In-person at a Golf Club in Belfast. |
| Meeting Frequency/Timing: | The group usually meets on the second Wednesday of the month, all year round, except in July and August when we have no meetings. Meetings commence at 10:15am and last 2-3 hours (including lunch). |
| Group description: | The National Group is open to all members of SIGnet. It is intended primarily for new SIGnet members, who may not yet have found another suitable group to join. We aim to welcome new members and discuss their investment interests and current investment topics. The National Group is also a vehicle for introducing members to other groups. |
| Meeting Type/Venue: | Online |
| Meeting Frequency/Timing: | The National Group meets monthly, on a weekday evening. |
| Group description: | We welcome anyone interested in investments regardless of their level of knowledge and experience. |
| Meeting Type/Venue: | Physical meeting in the Boardroom of a venue in RG9 (pre-meetings in the bar). |
| Meeting Frequency/Timing: | Monthly – 3rd Wednesday of each month at 18:00 (except January, where the meeting will be held at lunch time). |
| Group description: | Our group covers a wide spectrum of mainly stock market investing and trading from equities – which include shares, ETF’s Investment and Unit Trusts – mainly UK and USA, but also some spread betting and financial options. We normally rotate the meeting chairperson (responsible for creating, with member’s help, suitable agendas) and a meeting presenter (members take it in turns to provide a 15 to 45 minute presentation on a subject of their choice). Various investing topics of interest are regularly discussed such as software, brokers, investing categories and markets and any related topics of interest. |
| Meeting Type/Venue: | Following Covid, this group hasn’t yet reconvened at their previously regular meeting venue which is in a private room within a west London golf club. In the meantime, meetings are held via videoconferencing. Part of the reason is that some members have moved away and some prefer meeting in person. So our aim is to recruit new members to ensure a continued regular in person meeting. |
| Meeting Frequency/Timing: | Meetings are held on the second Wednesday of each month in the afternoons, following a golf club one course lunch for our in-person meetings. |
| Group description: | We are a friendly social group welcoming investors with all levels of experience. Our membership varies between those with little or no knowledge of investing to those who live off their investing or their portfolios. We do not invest as a group so there is no money on the table, and we never discuss individual worth; we simply discuss and share investing ideas, we analyse the state of the market, individual stocks, funds, trusts, bonds etc., and we invite contributions from all group members. Guest speakers and company presentations are a regular feature, as is the SIGnet competition and also our own long-term Manchester Portfolio. We invite members to volunteer presentations from time to time on particular topics of their interest / expertise. At each meeting members are asked to share their latest or potential buying and selling activity. Our face-to-face meetings are punctuated by a lunch break, and for those with the time there is socialising and drinks afterwards. Most of all we learn from each other. |
| Meeting Type/Venue: | The group meets through a combination of Zoom and face-to-face meetings at a central Manchester boardroom style venue. |
| Meeting Frequency/Timing: | Meets bi-monthly, 10am-3pm on Monday mornings, usually mid-month. |
| Group description: | Group of investors that meets on a bi-monthly basis to discuss all things happening in the world of investing, share each other’s knowledge and give the benefit of each other’s experience. Group primarily focuses on unit trusts, open ended investment companies and investment trusts. However, all investments are up for discussion and new members are always welcome and encouraged. |
| Meeting Type/Venue: | Remotely via Zoom on Saturdays on a bi-monthly basis, on dates collectively agreed by all group members. |
| Meeting Frequency/Timing: | Bi-monthly. |
| Group description: | The Leicester Square Group welcomes investors with all levels of experience, but all members are expected to contribute to our discussions. We discuss/analyse individual stocks, market trends and investment topics. Guest speakers are sometimes invited to address the group. At each meeting all members are asked to inform the group of what stocks or collective investments they’ve been buying or selling, or are considering buying or selling. A friendly and supportive discussion is encouraged. The meeting is punctuated by a lunch break, providing an opportunity to socialise. After the meeting, members may stay on for drinks and to socialise further. |
| Meeting Type/Venue: | Physical meetings at a central London venue |
| Meeting Frequency/Timing: | Meets bi-monthly, 11am-4pm on a weekday |
