Introducing VCTs

Introducing VCTs

By Nick Britton, Head of intermediary Communications AIC

Nick Britton has worked at The Association of Investment Companies (AIC) since 2015, aiming to broaden investment professionals’ knowledge and understanding of investment trusts, VCTs and other closed-ended investment companies. He holds the Investment Management Certificate, is a candidate in the CFA programme, and is an associate member of the Chartered Institute for Securities and Investment.

Thursday 2nd July : 12.30pm- 1.30pm

About this session.

Venture capital trusts (VCTs) were devised in 1995 to invest in small UK businesses. Since then they have become a widely used tax planning tool; yet they should be seen, first and foremost, as investments. This presentation details the important points that should be covered in researching and selecting VCTs, as well as highlighting market trends to be aware of.

Learning objectives.

• Outline the VCT rules and the implications of recent rule changes for investors;
• Identify the three main investment strategies used by VCTs, and their associated risks and benefits;
• Identify the essential points to be covered when researching and selecting VCTs;
• Compare the pros and cons of the VCT and EIS schemes.

Further information.

A link will be sent via your email address supplied at the time of your booking. PLEASE DO NOT share this with anyone else.

Please note that this webinar will be hosted on the Zoom platform which may be restricted by some employers.Members may need to utilise their own personal devices in these circumstances to access the platform.