Octopus Apollo VCT - Online coffee morning with Lead Fund Manager, Paul Davidson

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

Hear from Paul Davidson, Lead Fund Manager of Octopus Apollo VCT.

This on-demand webinar was recorded on Monday 9th March. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of the team will get in touch with you.

In this session Paul covers:

Octopus Apollo VCT

• Why we're the second largest VCT in the UK
• Key reasons to invest
• Fundraise progress and important dates
• Our investment criteria and strategy
• Fund performance update

Autumn Budget 2025 rule changes affecting UK growth companies and VCT investors

• The UK scale-up finance challenge: increase in annual, lifetime investment limits and gross assets test
• Decrease in upfront VCT income tax relief
• What the Autumn Budget rule changes mean in practice and what it means for investors
• Why smaller VCTs may not be able to navigate some of the rule changes effectively
• Octopus Apollo VCT's scale and competitive advantage

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Key risks to keep in mind:

• Capital at risk: This is a high-risk investment. The value of an investment, and any income from it, can fall as well as rise. Investors could end up getting back less than they put in
• Tax treatment: Tax treatment depends on individual circumstances and tax rules could change in the future
• Volatility and liquidity: VCT shares could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell
• VCT qualification status: Tax reliefs depend on the VCT maintaining its qualifying status