Related VCT resources
What are Venture Capital Trusts?
A Venture Capital Trust (VCT) is a company that buys small stakes in a large number of early-stage companies. The VCT can hold these companies for many years and support their growth, adding new investments over time.
Guide to Venture Capital Trusts
Find out how venture capital trusts work and what the different types of VCTs are.
Related VCT resources
What are Venture Capital Trusts?
A Venture Capital Trust (VCT) is a company that buys small stakes in a large number of early-stage companies. The VCT can hold these companies for many years and support their growth, adding new investments over time.
Advice opportunities are dwindling – How VCTs can help
Unlock financial insights in a changing landscape. Navigate rising cash savings, explore Venture Capital Trusts (VCTs), and discover their benefits and risks. Optimise your advisory strategy for positive client outcomes.
Guide to Venture Capital Trusts
Find out how venture capital trusts work and what the different types of VCTs are.
Related EIS resources
EIS vs VCTs: What’s the difference?
EIS and VCTs were launched in the UK in 1994 and 1995 respectively, to encourage investment in small, innovative companies and to promote economic growth. Through these investments, the government offers tax reliefs to compensate investors for the risk they are taking.
A complete guide to the Enterprise Investment Scheme (EIS)
This guide marks out which companies qualify, the benefits, how to invest, risks, tax relief and transferral or inheritance of EIS shares.
Tax benefits of EIS investments
An explanation of the five key tax benefits of EIS, and a more detailed look at how capital gains deferral works.
Related EIS resources
Octopus Ventures Knowledge Intensive EIS Fund
The Octopus Ventures Knowledge Intensive EIS Fund 23/24 is open to new investment. Watch this webinar to learn more about how the Fund could support your clients’ tax-year end planning.
Duration: 1 hour 6 mins
A complete guide to the Enterprise Investment Scheme (EIS)
This guide marks out which companies qualify, the benefits, how to invest, risks, tax relief and transferral or inheritance of EIS shares.
EIS and my business: an adviser interview
Strategies to help clients plan for inheritance tax while keeping control of their wealth.
Related Business Relief resources
Making sense of inheritance tax
This article will give you a good overview of the basics and help you feel prepared for a meeting with your financial adviser, who will help you understand your own position in detail.
Untangling inheritance tax
Although often in the news, inheritance tax is still not widely understood. That’s worrying, because it affects thousands of families every year. We hope this guide can help you take the initiative.
Inheritance tax calculator
Our Residence Nil Rate Band (RNRB) Calculator will help establish the potential inheritance tax liabilities of your estate.
Related Business Relief resources
Writing Business Relief cases
Recommend Business Relief with confidence. Tune in to this webinar for expert tips on soft skills, compliance, suitability and more.
Duration: 1 hour
Why Business Relief exists
BR is a well-established relief dating back 40 years, however, you should keep in mind that the value of an investment may go down as well as up and investors may not get back what they originally put in.
Estate planning while retaining access
Strategies to help clients plan for inheritance tax while keeping control of their wealth.