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Identifying clients who could benefit from a VCT
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Identifying clients who could benefit from a VCT

Overview

Date Available now on demand Duration 38 minutes

Register to attend

We draw on our experiences over the last decade as the largest provider of venture capital trusts (VCTs), to discuss client case studies from around the country.

Watch this webinar to learn:

  • Why a venture capital trust (VCT) could be an effective tax planning opportunity for a variety of clients.
  • How to identify a range of clients for whom a VCT could be an interesting opportunity, including some planning ideas you probably haven’t thought of.

VCTs put investor capital at risk.

Our speakers

Peter Marsland

Peter Marsland

Business Development Manager
Jim Cavey

Jim Cavey

Business Development Manager

Key risks to bear in mind

  • 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 invest.
  • Tax treatment depends on individual circumstances and tax rules may change in the future.
  • Tax reliefs depend on the VCT maintaining its qualifying status.
  • 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.

This advertisement is not a prospectus. Investors should only subscribe for shares based on information in the prospectus and Key Information Document (KID) which can be obtained from the product pages.