23 february 2021
Venture Capital Trusts have been providing investors with generous tax incentives to invest in young companies for over 25 years. The capital this directs towards SMEs is needed now more than ever, so we’re hosting a unique virtual showcase to show just what VCTs could offer your clients.
An immersive virtual event experience
What can you expect?
Bite-sized 5 minute clinics from investment providers on specific aspects of investment planning
Claim your CPD
"It was very convenient being able to dip in and out of the presentations over the course of the day, and meant other work could continue if necessary.”
"It was a useful series of presentations from the leading managers in this space with updates on fund progress and how they have managed through the current Covid crisis.”
"Well worth attending and easy to get some information about the BPR from multiple firms at your desktop.”
"The format was very professional and worked well for me - particularly the ability to pause a presentation and watch them all over the course of the day, but at my convenience.”
"It is by far and away the best online event I have been to."
If you have any questions about this event, contact: email@example.com
Hosting a virtual event means we can provide you with far more content and expert input than a live event would be able to cater for. You can also claim CPD hours for attendance.
Every update and presentation will remain online for one month after the showcase, so you can absorb the information at your own pace.
An event - all from your desktop
Registering gives you access to our digital resource library where you can view or download content from your own home, at a time that suits you and your work and family commitments.
Learn how VCT managers have adapted to ‘the new normal’ in their investment strategy
The answers to the key questions –
what's the latest on VCT dividends?
There's huge speculation about tax hikes, but VCTs
aren't subject to CGT
WHAT CAN YOU EXPECT
15-minute sessions from a selection of VCT
Exclusive VCT-focused content will include
VCT quarterly update
A Professional’s Guide to Estate Planning
Watch live presentations, ask questions of presenters, chat with other delegates, view pre-recorded content or book virtual meetings with investment managers. It’s just like attending an event, but with no travel hassles and with everything built around your personal schedule.
An unprecedented amount of content available to you
A resource library accessible from anywhere
Keep learning long after the showcase finishes
Ownership, length of time in the market and financial strengh.
Growth, income, or a combination of the two, and the targeted level of annual returns.
Do you have a sector focus, or a generalist approach? What is the liquidity profile of your product?
Borne by both the investor and the investees during the product’s lifetime, including any performance fees and admin and/or deal fees. All potential fees should be covered.
details on charges
AUM in AIM (you can include different strategies on AIM), performance track record in AIM (overall)
and performance track record of the product you are discussing today (if you have more than one product).
your track record
What differentiates your product from the others in the market?
Book meetings with investment managers
10 minute presentations on practical VCT solutions
bite-sized planning ideas
Presentation from Intelligent Partnership
vct MARKET UPDATE
What role can VCT play in your estate and tax planning strategy?
vcts in challenging times
Intelligent Partnership (CPD)
investment managers' product presentations
Join the Breakfast Chat breakout room, visit booths, have meetings
Join the Lunchtime Chat breakout room, visit booths, have meetings
VCTS & COVID - MARKET PRESENTATION
bite sized planning ideas
10 minute presentations from each of the participating managers
Book your place
Book your place
tea time chat
Join the Tea Time Chat breakout room, visit booths, have meetings
15 minute presentations from each of the participating managers
In partnership with
Book your place
book your place
Chat with fellow advisers on strategy and areas
of mutual interest
guide to vcts
Shane Elliott, Partner and Karen McCormick, Chief Investment Officer give an overview of Beringea and the Proven VCTs as well as some of the underlying VCT portfolio companies.
Possible description here
Looking at how a combined approach of using both new and mature VCTs can aid diversification.
New vs Mature VCT: Aiding diversification
Blackfinch's Vince Keen, Senior Business Development Manager, introduces Blackfinch and looks in more detail at the Blackfinch Spring VCT, including how ESG has become an increasingly important part of the Blackfinch investment process.
Why you should still support VCTs during Covid-19, the impact the pandemic has had on deal flow, the process of making investments and the opportunities arising from these strange times.
The Impact of the pandemic on VCT investing
Madeleine Ingram, Head of Investor Relations at Calculus Capital discusses Calculus' long history of tax efficient investments and the Calculus VCT.
How business owners could use VCTs as an effective tax planning too, including worked examples, as well as a planning idea for a longer holding period.
How business owners could benefit from VCTs
The Titan VCT is the subject of Business Development Managers Nick Bird and Peter Marsland's discussion with Malcolm Ferguson, Partner in Octopus Ventures.
Real life Case study with year on year forecasts of adding value to a pension plan.
how to add real value to your clients' pension planning
Business Development Manager, Charlie Stoop, discusses Puma's background, it's current VCT offerings, Puma Alpha VCT and Puma VCT 13 and the their focus on scale up investee companies.
The differences between investing in EIS & VCT and the features, benefits and applications of both.
Why are VCTs Growing in the Mainstream - Utilising VCTs to complement Tax Efficient Retirement Planning?
John Davies, Investment Director and Head of Growth Capital at Seneca Partners offers insights into the broad range of services available from Seneca and an introduction to the Seneca Growth Capital VCT, including its mix of AIM and private company investees.
Why investing in a variery of assets can help reduce risk or volatility and how diversification can open up opportunities for growth.
Diversification within the VCT Market
Strategic Sales Director, Jack Rose, gives a brief introduction to Triplepoint, its focus on addressing large-scale societal challenges and how its VCT - the Triplepoint Venture Fund - seeks out the impactful investment opportunities that ensue.
Beringea is a transatlantic venture capital investor that seeks to create lasting success for rapidly scaling entrepreneurial companies. We provide patient and intelligent capital and a global footprint to back founders throughout their journey, helping them overcome barriers to scale and build international success stories. Our track record of three decades of successful investing across a wide range of sectors has inspired our own entrepreneurial ethos; cultivated an exceptional community of entrepreneurs and investors; and fostered the experience required to create substantial businesses and deliver value for shareholders in our funds.
Blackfinch Group is an award-winning investment firm that specialises in early-stage, tax-efficient and sustainable investing. With a heritage dating back more than 25 years, Blackfinch is entrusted with more than £450 million in assets under management and administration.
Blackfinch’s tax-efficient range covers Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs) that invest in early-stage businesses with great ideas and strong management teams. This includes technology and technology-enabled companies. The opportunities in this space are broad, with chances to invest at different stages in a company’s life. Clients can then benefit from investing in high-performing companies that are on track for success
Calculus are pioneers of the tax efficient investment industry, having launched the UK’s first approved EIS Fund in 1999. Our focus has remained consistent: building portfolios of smaller, UK growth businesses and creating value for our investors through our multi-award winning funds.
Our diligent process, record of profitable exits and focus on capital appreciation distinguishes us from other EIS and VCT fund managers. The Calculus investment strategy has remained consistent for the past 10+ years, together with our structured investment process, strong risk management and very close monitoring of portfolio companies. We have been able to produce significant results for our clients via tax free dividends for our VCT investors, or tax free capital gains for our EIS investors.
Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today we manage more than £9.1 billion on behalf of over 55,000 investors and have over 750 employees.*
Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, seven years running.
* Octopus at 30 September 2020
† FuM includes funds under advisory mandates and the Octopus Cash service
Puma Investments is part of an organisation that raised its first private equity fund in 1996 and has a 25-year track record of investing in small and medium-sized enterprises in the UK. Our parent company, Shore Capital, started operating VCTs in 2005 and Puma Investments was created specifically to focus on VCT investing. Today, VCTs remain core to what we do: we now have 14 under our belt and launched our latest, Puma Alpha VCT, in 2019.
Our other offers include Puma VCT 13 (our older VCT which recently reopened for investment), Puma Alpha EIS (an Enterprise Investment Scheme fund), the Puma AIM IHT Service, the Puma AIM ISA IHT Service (both investing in the Alternative Investment Market) and the Puma Heritage Estate Planning Service (investing in private trading companies that qualify for Business Relief). Our mission is to provide the best tax-efficient investment opportunities in the industry and we are proud to have helped thousands of investors access investments that deliver attractive tax reliefs whilst also supporting the UK's economic growth.
Formed in 2010 Seneca is an experienced, award winning growth capital investor with £100 million of EIS and VCT funds raised and deployed into more than 50 SME companies, through over 100 funding rounds. We have also completed 21 growth capital exits to date producing an average return of 1.6x excluding fees and any tax reliefs. Our VCT and EIS products are used by hundreds of advisers across the UK.
Seneca’s strong network and extensive footprint in the Northern regions of the UK provides excellent proprietary deal flow and opportunity for investors seeking regional exposure to growth opportunities within a VCT. We target established, well managed businesses with strong and proven leadership teams, diversifying the portfolio across private and AIM quoted companies. Since launch in 2018, the VCT has already completed 3 full and partial profitable exits, paid 6p per share in dividends and built a diverse portfolio of 10 exciting SMEs, primed for growth.
From the connections we make spring ideas. Fresh solutions to big problems, from how to grow our crops and heat our homes, to how to support businesses and drive the economy. And from solutions like these flow opportunities to create value. We call it the Triple Point. It’s the place where people, purpose, and profit meet. Since 2004, we’ve been targeting this Triple Point in areas like infrastructure, energy efficiency and social housing, unlocking investment opportunities that make a difference. Big problems create strong demand. Strong demand drives good investments. Good investments solve big problems. It means investors never have to choose between financial returns and social impact. You achieve one by achieving the other.
Working alongside both corporates and startups, Triple Point’s Venture Fund has the ability to invest in companies which have established a market fit for their product, reducing one of the most significant risks of early-stage venture capital, whilst fast-tracking growth prospects.
We take a look at how VCTs have performed over the last tumultuous year and the trends developing in the VCT world.
VCT in challenging times
Why investing in a variery of assets can help reduce risk or volatility and how diversification can ipen up opportunities for growth.
Diversification within the VCT Market
Nick Britton of the AIC analyses VCTs’ performance in the ongoing economic downturn.
measuring the pandemic’s impact on vcts
Intelligent Partnership is passionate about supporting UK growth and development by championing the role of wealth management and investment opportunities. We have built a reputation as the UK’s leading provider of insights and education in the tax advantaged and alternative investments space as well as estate planning and SME finance. Our award winning publications, e-learning courses, awards and events engage the top wealth advisers across the professions.
The AIC is the trade body for closed-ended investment companies. The association represents a broad range of closed-ended investment companies, incorporating investment trusts, offshore investment companies, REITs and Venture Capital Trusts (VCTs).
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AIM at 25: What you need to know
The Head of AIM & UK primary markets at London Stock Exchange Group gives an update on AIM at 25, including some intriguing statistics and insights into the growth market's past and future.
A quick look at the impressive statistics AIM can boast on its 25th anniversary.
london stock exchange
AIM at 25: ambition, growth, resilience
london stock exchange
MICAP: Researching AIM Business Relief Services
Positioning AIM portfolio investing with your clients from an investors perspective
A look at what has happened to AIM since the outbreak of Covid-19 in the UK and what the market movements tell us about the index and investment managers who call it home.
Considering best practice when researching AIM focused investment managers and their Business Relief products.
Jeremy looks at what investors concerns and requirements when thinking about AIM investing, giving advisers an investors eye view of their thought processes.
As it happened: Making sense of AIM movements during COVID-19
Head of AIM & UK Primary Markets at the London Stock Exchange with 11 years at the helm of AIM.
Analyst at IG with 20 years experience reporting on market and business news from around the world for Bloomberg and the BBC.
Director of MICAP a qualified Chartered Tax Adviser (Ireland) Financial Adviser (Ireland) who previously worked for Independent Trustee Company Ltd (ITC).
Head of Financial Services Content at Intelligent Partnership with experience of working for investment providers and producing award-winning industry guides and reports.