With tax mitigation always high on the agenda, Venture Capital Trusts (VCTs) continue to be a popular choice among investors. As a financial adviser, you're always on the lookout for exciting investment opportunities to recommend to your clients.

Our free client insight, available to download below, showcases some of the benefits of investing in younger VCTs, such as:

  • They can offer greater growth potential through a more concentrated portfolio of high-quality early-stage companies.
  • Investing in innovative new firms that are well positioned for the future can help deliver excellent growth and create more diversification in a client's portfolio.
  • They can bring the prospect of dividends.

To learn more about the benefits of investing in younger VCTs in detail, download our client insight below.

Free Download

If you would like to speak to us regarding the client insight or would like to get in touch, please feel free to contact the team.

Our highly qualified regional Business Development Managers would be delighted to sit with you and work through different client scenarios or possible planning options to help your clients achieve their best outcomes.

Don't forget, Tax Year End is approaching

Now’s the time to be talking to your clients about investing tax-efficiently before the end of the tax year. Investors can claim a 1.0% discount on Blackfinch Spring VCT applications received before 3pm on 3rd April 2023. 

[Capital at risk]

Our next EIS application date is 29th March. Any EIS funds received and cleared by 29th March will be deployed in the current tax year, meaning you can elect for all or part of your EIS shares acquired in one tax year to be treated as though they had been acquired in the previous tax year.

Find out more, and apply online, for our Blackfinch Spring VCT and EIS investments.

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