Venture Capital Trusts (VCTs) are a highly tax-efficient and unique investment option for high net worth and high income earners. They were developed 30 years ago to encourage investment and to help support and grow younger UK enterprise.
Important: VCTs
The value of investments and the income from VCTs can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future and any investment does not have a capital or return guarantee. Tax rules can change, and any investment decisions should only be made after receiving professional advice. Contact us today to speak to one of our advisers about your investment planning.
VCTs are investment companies listed on the London Stock Exchange. Investors benefit from access to a specialist fund management team and diversification across a portfolio of small UK companies, providing they meet the qualifying conditions.
When investing in new qualifying VCT shares, providing they are held for at least five years, investors benefit from the following taxation advantages:
It is important to note that income tax relief can be granted against any form of income, including investment income such as, dividends, rental income and interest. This provides an alternative tool to more conventional planning such as pensions where, for certain individuals, there could be restrictions on their available tax relief.
Investing in VCTs is not without risk, hence why advice is paramount to ensure suitability and understanding of this smaller capitalised market. We believe for the right clients VCTs play an important role in building a tax-efficient growth and long-term tax free income stream to supplement wider portfolio holdings and strategies.
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