Available on demand
An introduction to Venture Capital Trusts |
November 2024
40 minutes
Watch on demand
The last couple of years have placed a lot of uncertainty on investor portfolios and whilst some investors are holding cash because of this, others are opting to look elsewhere.
In the 2022/23 tax year, £1.078 billion was raised by tax-efficient vehicles1, indicating more investors are turning to alternative investments to provide tax relief shelter, as well as gain access to private markets.
VCTs make up a proportion of the funds raised and offer an attractive solution for those seeking to complement tax planning and retirement strategies, with the additional benefit of offering impressive growth potential on a medium timescale.
What's covered:
- How VCTs work, the tax reliefs and the benefits of investing in VCTs
- Who they are suitable for, and how the profile of VCT investors has evolved
- Overcoming client barriers and compliance concerns that currently exist within advisory firms due to the high-risk nature of VCT investments
- How to advise clients and select VCTs in a structured and safe way
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1 The Association of Investment Companies - April 2023 - https://www.theaic.co.uk/aic/news/press-releases/second-highest-vct-fundraising-to-boost-ambitious-uk-companies
This webinar is for investment professionals only.
The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.
Continuing professional development
Continuing professional development (CPD) is an essential requirement for all financial advisers. The FCA states that all advisers must complete a minimum of 35 hours of relevant CPD each year with at least 21 hours being structured learning. Structured learning activities can include seminars, lectures, conferences, workshops or courses and completing appropriate e-learning.
Risk factors
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.