Unleash the power of VCTs

Use the tools below to help more clients solve common planning problems.

For professional advisers only

Venture capital trusts (VCTs) can help solve a variety of client problems, and many advisers have come to see them as a powerful planning tool. Click on the steps below to access resources that will help you unlock the full potential of VCTs.

Step 2

Helping clients understand VCTs

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Step 3

Explore the UK’s largest VCT

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Best Venture Capital Trust Provider

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Key risks of investing in VCTs
For professional advisers and paraplanners only. Not to be relied upon by retail investors.

  • The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
  • Tax treatment depends on individual circumstances and may change in the future.
  • Tax reliefs depend on the VCT maintaining its VCT-qualifying status.
  • VCT shares could fall or rise in value more than other companies listed on the main market of the London Stock Exchange. They may also be harder to sell.

Investors should only subscribe for shares based on information in the prospectus and Key Information Document (KID) available from octopusinvestments.com.

VCTs are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. We do not offer investment or tax advice. We record telephone calls.

These are just some of the ways to help you add value for your clients.
To find out more, call our BDM team 0800 316 2497.