Venture Capital Trusts

Enjoy up to 30% tax relief & tax-free dividends with Venture Capital Trusts.

Bulbfin Financial

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This includes expert advisers who are well versed in Venture Capital Trusts. Read on to discover more or click below to get in touch today.

Why Invest in VCTs?

The Government provides a number of appealing tax benefits to individuals who invest in Venture Capital Trusts (VCTs). This includes a 30% income tax rebate on new investments up to £200,000 per tax year.

VCTs are suited for those looking for a long term investment of 5 years or more. You will need to hold the investment for this duration to qualify for the tax benefits it provides.

  • 30% Income Tax rebate on new investments up to £200,000 per tax year
  • No need to declare dividends with HMRC
  • Tax-free dividends
  • No Capital Gains Tax

What are Venture Capital Trusts?

VCTs are a type of investment in small early-stage companies. The Government wants to encourage investment into these growing businesses and offers generous tax benefits. VCTs can potentially give you higher returns but they do come with extra risks, as the companies they invest in can be harder to sell.

Are VCTs right for me?

VCT’s can be a great option for individuals looking to diversify their portfolio with tax efficient investments. VCT’s are best for those investors who are able to invest for a minimum of five years.

If you have used your pension and ISA allowances, you may want to consider adding VCT’s to your investment portfolio.

Pension consolidation pie chart

Recent VCT Offers

Below are examples of VCT offers that give an idea of the types of investments that BulbFin Advisers can help with:

Albion VCTs. Albion Capital Group LLP is seeking to raise up to £80 million across six VCTs, with an over allotment facility of up to £20 million. Target raises and over allotments vary between each VCT.  Investors can invest in just one VCT, or can split their subscription between any of the VCTs that are still open. 

Proven VCTs. Beringea LLP is seeking to raise up to a combined £40 million, with an over-allotment of £20 million for 2x Proven VCTs. The offer launched on 03 December 2021 as a joint offer. Investors can elect to invest into one, or both VCTs.

Product NameTypeThemeTarget DividendTarget FundsMax Investment
Albion VCTs
GeneralistTechnology, Healthcare Education, Renewable Energy
5% of net assets (NAV)
£80 million across six VCTs
£200,000 per investor
Proven VCTsGeneralist
AI, Digital Health, Blockchain
5% of net assets (NAV)
£40 million across two VCTs£200,000 per investor
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Book a free, no obligation consultation with your adviser to discuss your financial aims and goals.

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Receive a tailored VCT plan

Your adviser will prepare and present a tailor-made plan designed to achieve your desired goals.

Frequently Asked Questions – VCTs

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Risk Warning
Any investment carries a degree of risk and your investments may decrease in value or fail. The levels and bases of taxation and reliefs can change at any time and are dependent on individual circumstances.