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VCT

Venture Capital Trusts (VCT)

The Venture Capital Trust scheme started on 6 April 1995, and is designed to encourage individuals to invest indirectly in a range of small higher-risk trading companies, whose shares and securities are not listed on a recognised stock exchange, by investing through Venture Capital Trusts (VCTs).

If you invest in a VCT, you spread the investment risk over a number of companies. These investments are in a higher risk bracket than ordinary investments into equities.

VCTs are companies listed on the London Stock Exchange, and are similar to investment trusts. They are run by fund managers who are usually members of larger investment groups. Investors can subscribe for, or buy, shares in a VCT, which invests in trading companies, providing them with funds to help them develop and grow.

VCTs must be approved by HMRC for the purpose of the scheme. Approval is granted if they meet certain conditions. If you invest in them you may be entitled to various income tax and capital gains tax reliefs, and VCTs are exempt from corporation tax on any gains arising on the disposal of their investments.

HMRC approval of a VCT means that it currently meets certain criteria, enabling investors to qualify for certain tax reliefs. It does not guarantee the safety or success of any investments you make in a VCT.

With effect from 6 April 2014, the VCT rules have been changed to exclude companies benefiting from renewables obligation certificates and / or the renewable heat incentive scheme. The regime has also been altered to exclude from qualifying for new tax relief those who are “conditionally linked in any way to a share buy-back or that have been made within six months of a disposal of shares in the same VCT.”

As part of the rules introduced in April 2014, HMRC will be able to withdraw the tax relief if VCT shares are disposed of within five years of their acquisition.

It is important to remember that these are long term, illiquid investments, which carry a high risk of loss of capital and, as such, are only likely to be suitable for sophisticated, wealthy investors as part of a diversified portfolio.

VENTURE CAPITAL TRUSTS ARE COMPLEX INVESTMENTS AND ARE NOT SUITABLE FOR EVERYONE, YOU SHOULD SEEK FINANCIAL ADVICE BEFORE ENTERING INTO THIS TYPE OF INVESTMENT.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

SOME FUNDS WILL CARRY GREATER RISKS IN RETURN FOR HIGHER POTENTIAL REWARDS. INVESTMENT IN SMALLER COMPANY FUNDS CAN INVOLVE GREATER RISK THAN IS CUSTOMARILY ASSOCIATED WITH FUNDS INVESTING IN LARGER, MORE ESTABLISHED COMPANIES. ABOVE AVERAGE PRICE MOVEMENTS CAN BE EXPECTED AND THE VALUE OF THESE FUNDS MAY CHANGE SUDDENLY.


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Company address:
Twigden Asset Management Ltd, King William House, 46 Harpur Street, Bedford, Bedfordshire, MK40 2QT
T: 01234 270074
F: 01234 327331

Email: debbie@twigdenasset.co.uk

Registration address as company address
Registration number: 4691087
Registered in: England & Wales

Twigden Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.

Twigden Asset Management Ltd entered on the Financial Services Register (www.fca.org.uk/register) under reference 223678.

The information contained in this web site is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Please note that the information contained within this web site does not represent individual financial advice. If you require advice or further information this may be obtained by contacting Twigden Asset Management Ltd.

FCA does not regulate some forms of IHT planning.

Your home may be repossessed if you do not keep up repayments on your mortgage, think carefully about securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of investments can fall as well as rise. Past performance is not a guide to future performance.

Telephone: 01234 270074 | debbie@twigdenasset.co.uk

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