Your capital is at risk and you may not get back the full amount you invested. VCT investments are long term and high risk. Tax reliefs are subject to change and depend on personal circumstances. Past performance is not a reliable indicator of future performance. Please read full details of the risks here.
Your capital is at risk, and you may not get back the full amount you invested. Any investment should only be made based on the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein.
We invest in companies listed on AIM that will have passed our investment selection criteria and, we believe, will qualify for business relief. If you hold these shares for two years and at the time of death, you can obtain IHT relief.
By transferring in the value of your existing ISAs, you can retain the normal ISA tax benefits and qualify for IHT relief after only two years (as long as shares are held at death). In addition, you can also put in the current tax year's ISA contribution allowance.
We aim to spread your investment across 25 to 40 companies in various industries. We look to drive value in the portfolio by investing in companies which we believe have potential for growth.
IHT tax reliefs are not guaranteed, subject to change, and only apply if you hold your shares for a minimum of two years and at death.
The value of your capital may go down as well as up and you may not get back the full amount invested.
AIM listed shares tend to be higher risk than those traded on the main market of the London Stock Exchange. They are generally less liquid and have greater price volatility than their main market peers.
Below are a series of questions to help you understand our product offering. If you have any additional questions, please do not hesitate to reach out to us.