Help small companies grow, save income tax and receive tax-free dividends
A Venture Capital Trust (VCT) is a publicly listed company run by a fund manager. It aims to make money by investing in small, unquoted, entrepreneurial companies and helping them grow.
When you as a private investor buy shares in a VCT, you get access to a portfolio of small companies. The government is keen for experienced investors
to invest in this kind of company, because they create jobs and support
economic growth. However, investing in small businesses is risky. To help
compensate for this, the government offers generous tax benefits:
Up to 30% tax relief – save up to £60,000 on your income tax bill when you invest in newly issued VCT shares
Tax-free dividends – £294 million paid out in 2018/19 alone
Tax-free growth – no CGT on gains
No need to declare dividends on your tax return
Generous allowance – invest up to £200,000 per tax year
Remember, tax rules can change and tax benefits depend on circumstances.
See all current offers below – you can read our review, download the offer documents and apply online. We also list VCT offers due to open this tax year – you can register your interest and we'll send you an alert as soon as the offer is live.
Diverse VCT portfolio with a focus on growth businesses, particularly in software and computer services. The acquisition of Elderstreet by Draper Esprit promises to enhance deal flow and provide the VCT with opportunities to invest in larger, more established businesses.
The Calculus VCT invests alongside the long-established Calculus EIS fund, which launched in 1999, offering a lower entry point for investors seeking Calculus’ approach to building a broadly diversified portfolio.
Octopus AIM VCT and Octopus AIM VCT 2 (together the Octopus AIM VCTs) offer exposure to a well established portfolio of largely profitable AIM companies plus earlier-stage businesses from newer investments.
The UK's largest VCT has always been focused on earlier stage growth-oriented companies. It has over 70 companies across a wide range of sectors. The focus is on backing talented entrepreneurs. It has backed some notable winners in the past including Zoopla, SwiftKey and Graze.
Pembroke's manager, formerly Oakley Capital, is a long-established name in venture capital investing. This VCT has a distinctive investment strategy. Investments are focused on scalable consumer brands; ones which investors can walk down the high street and see.
These are testing times – for people, economies and stock markets. The impact of the ever-changing current situation on stock markets around the world is well documented. But what about VCTs?In our recent article, we looked ...
We are living through unprecedented times. The outbreak of COVID-19 is having a material impact on everyone’s lives and on financial markets. One question many of our investors are asking is how this is being reflected ...
Pembroke is placing the safety and welfare of its colleagues, investors, and all other stakeholders as its highest priority and is taking all necessary steps to protect individuals, ensure business continuity and provide support to our ...
Our portfolio companies are planning for all likely scenariosWe have been working closely with all of our portfolio companies to better understand the immediate and medium-term impacts of Covid-19 on their businesses, and to understand what ...
We are open for business – you can contact us by email or phone on 0117 929 0511 and apply online