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Edge Performance VCT – research update

09 February 2012: Alasdair George, manager of the Edge Performance VCT ‘H’ Class discusses the media and entertainment sector and why he thinks it is a suitable investment for VCTs. More information on Venture Capital Trusts visit – bit.ly Important information Please remember, VCTs are higher risk and should only be a consideration for those who can afford to take the risk, their value will fall as well as rise. You should hold them for the long term, but you could still get back less than you invested. Please remember, the value of tax savings will depend on your circumstances and tax rules can change over time.
Video Rating: 5 / 5

Episode 117 – Advanced Investing II: Enterprise Investment Schemes

Moving on to EIS’s now. These are similar to the Venture Capital Trusts we talked about last time, but have even more tax benefits, as long as you are happy to accept that the quid pro quo is higher risk of loss.
Video Rating: 5 / 5

New Funding Option Opens Up for London Businesses

(PRWEB) October 16, 2005

London-based management consultancy, Onset management Ltd, has become the gateway into a new capital market opened up by recent changes to financial regulations by HM Treasury. The changes allow the free flow of information between capital-starved early-stage businesses, and the successful entrepreneurs who want to invest in them. Onset management acts as the quality control over business plans and assists in preparing fund-seeking clients for the due diligence which is always conducted by investors. They then post the investment opportunity to the Development Capital Exchange (DCX) through which incoming inquiries from prospective investors are taken.

Simon Paul, Director of Onset Management said, We see the new early-stage investment market as a superb opportunity to widen our service to clients. We are now in a position to assist aspiring entrepreneurs and, even, established businesses raise informal equity funding, instead of having to rely on debt. This is an activity thats been popularized by the BBCs Dragons Den programme, although I have to point out that the real-world Dragons Den which we work in is far removed from the entertainment we see on the television.

The early-stage investment market enables successful entrepreneurs to off-set their capital gains liabilities through exploiting the Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCTs). For fund-seekers, the investor will usually join the company as a director and contribute not only his capital but priceless business experience to the growing enterprise. It is estimated that there are between 20,000 and 50,000 early-stage businesses seeking funding and as many as 150,000 entrepreneurs who want to invest in them at any one time across the UK.

Funding deals range between

Venture Capital Trusts – The Impact Of The UK Budget – Commentary

Venture Capital Trusts – The Impact Of The UK Budget – Commentary
Editor's note: Following last week's annual UK budget by finance minister George Osborne, Albion Ventures, an investment firm, gives its views on changes made to Venture Capital Trusts – structures that have been a feature of the market in recent years …
Read more on Wealth Briefing (subscription)

Blackstone Group's Goodman, Pension Benefit Guaranty's Gotbaum, and Loomis
… Equity Blackstone Group Real Estate Investment Trust Cohen & Steers Venture Capital Sequoia Capital Please visit the awards website for additional information: usinvestmentawards.com About Institutional Investor magazine Now in its fifth decade, …
Read more on San Francisco Chronicle (press release)

British Smaller Companies VCTs – update

British Smaller Companies VCTs - update

YFM manage the British Smaller Companies VCTs. David Hall, Managing Director, explains the benefits of their investment strategy and new VCT offer. More information on Venture Capital Trusts visit – bit.ly Important information Please remember, VCTs are higher risk and should only be a consideration for those who can afford to take the risk, their value will fall as well as rise. You should hold them for the long term, but you could still get back less than you invested. Please remember, the value of tax savings will depend on your circumstances and tax rules can change over time.
Video Rating: 0 / 5

Invested Central Chart of the Day 11.5.10

For more information, please visit our website at www.investedcentral.com The Dow Jones US Financial Index measures the performance of the financial sector of the US equity market. Component companies include banks; insurance companies and brokers; real estate companies, including REITs, real estate holding and development companies, and real estate services companies; financial services companies, including asset managers, consumer finance companies, specialty finance companies, investment services providers, mortgage finance providers, corporate closed-end investment entities such as investment trusts and venture capital trusts; and non-corporate, open-ended investment instruments such as open-ended investment companies and funds, unit trusts, ETFs, currency funds and split capital trusts. Strength in financials usually translates into overall strength in the US stock market. On Thursday, the Dow Jones US Financial Index broke out above 271 resistance after that level had held on several occasions. Multiple failures makes a breakout that much more meaningful when it finally occurs. Overall market volume was very heavy and that adds to the short-term bullishness. We’d expect financials to act much better on a relative basis now that this breakout has taken place. Watch the 271 level as critical near-term support now.
Video Rating: 5 / 5

The Venture Capital Trust Regulations 1995: Income Tax (Statutory instruments: 1995: 1979)

The Venture Capital Trust Regulations 1995: Income Tax (Statutory instruments: 1995: 1979)

The Venture Capital Trust Regulations 1995: Income Tax (Statutory instruments: 1995: 1979)

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Related Venture Capital Trusts Products

Bestinvest's Adrian Lowcock meets Eliot Kaye of Puma VCT 8

Bestinvest's Adrian Lowcock meets Eliot Kaye of Puma VCT 8

VCT, Venture Capital Trusts, Adrian Lowcock,
Video Rating: 5 / 5

End of Tax Year Planning explained (2011/12 tax year)

In this 10 minute video, Sarah Lord, Certified and Chartered Financial Planner with Killik & Co, examines the key areas for investors to consider as the end of the 2011/12 tax year approaches including; Capital Gains Tax, ISAs, Pensions, Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs) and Inheritance Tax Planning. If you would like to speak to someone about your finances before the end of the tax year, please call your Broker or if you are new to Killik & Co, call Tor Floanes on 020 7337 0777.
Video Rating: 5 / 5

Need to support early-stage entrepreneurs – CEO of Venture Capital

Need to support early-stage entrepreneurs – CEO of Venture Capital
Mr Daniel Duku, Chief Executive Officer of Venture Capital Trust Fund, has observed that job creation and economic prosperity in Ghana would depend on efforts of the next generation of entrepreneurs. He called for the initiation of measures to promote …
Read more on Ghana Business News

AIC welcomes Treasury rethink on VCT limit
The Association of Investment Companies has backed the Treasury's decision to postpone new limits on venture capital trusts' investment capabilities. Last week, the Treasury postponed a measure included in the Finance Bill that would have subjected …
Read more on Money Marketing

How to use the tax rules to your advantage
Venture capital trusts (VCTs) and enterprise investment schemes (EISs) give 30 per cent upfront tax relief on investments into small growth companies. VCTs can also pay tax-free dividends, while EISs offer an inheritance tax exemption once held for two …
Read more on Financial Times

Investment Trusts: A Review of Q1 Activity
The first three months of 2012 have seen a fair amount of activity in investment trusts. Below are some of the highlights in terms of capital changes, share repurchases and director dealings. Keep in mind, all performance figures use net asset value …
Read more on Hemscott