Resources

Learn about which companies qualify, the benefits, how to invest, risks, tax relief and transferral or inheritance.

Read about how VCTs work and the different types of VCTs available.

If you'd like to review your investment and consider your options, we can help. Remember, VCT shares need to be held for the minimum five-year holding period in order to retain the upfront income tax benefits.

What to expect when investing in a VCT, how to manage your investment and when to get in touch.

Read this guide to understand our tax-efficient investments in the context of responsible investing.

This guide will help you understand how inheritance tax could affect you and takes you through your options.

Investments that qualify for BPR can be passed on free from inheritance tax upon the death of the investor, provided the shares have been owned for at least two years at that time.

How to claim loss relief on EIS investments.

Understand the relationship between risk, returns and volatility.