Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS

Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS
Venture Capital Trusts

The government is right behind them too and provides valuable tax incentives to attract investors. One of the ways it does this is through Venture Capital Trusts (VCTs), which invest in small businesses to help them grow. When you invest in a VCT, you can benefit from:

  • Up to 30% income tax relief each tax year on investments up to £200,000 (to retain this relief you have to keep your VCT shares for at least five years)
  • Tax-free dividends
  • No capital gains tax

CHERWELL FINANCIAL SERVICES
WILL PROVIDE YOU WITH ADVICE
SPECIFIC TO YOUR CIRCUMSTANCES

Tax treatment is dependent on your individual circumstances and may be subject to change.

The availability of tax reliefs also depends on the VCT maintaining its VCT qualifying status. Investing in smaller companies isn’t easy, and demands specialist skills and experience.

As such if you would like to discuss investing in a VCT please contact Cherwell Financial Services Ltd

Cherwell Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Office Ground Floor, Unit 15 Somerville Court, Trinity Way, Banbury Business Park, Adderbury, Oxfordshire, OX17 3SN.

Registered in England. No. 08566532

©Cherwell 2018