What are the considerations for including VCTs in an estate planning strategy?

The Business Oregon Venture (BOV) Fund Program, under the State Small Business Credit Initiative (SSBCI) program, is designed to invest in SEC-accredited ... The VCT is a closed-end fund that was created by the U.K. government in the 1990s to help direct investment into local private businesses. These funds are tax- ... A venture capital trust (VCT) is a tax-efficient investment vehicle that provides capital to small, growing businesses in the United Kingdom. How do Venture Capital Trusts work? A Venture Capital Trust operates in a manner similar to a traditional investment trust, one of the oldest forms of ... Venture money is not long-term money. The idea is to invest in a company's balance sheet and infrastructure until it reaches a sufficient size and credibility ... Venture Capital Trusts. VCT investments are high-risk and place your capital at risk. Through Mercia's Northern VCTs funds, that are managed by Mercia Fund ... Oct 7, 2024 ... Tax benefits of VCTs · Income Tax Relief: Individuals can claim up to 30% income tax relief on investments of up to £200,000 per tax year, ... Each separate fund will manage the full processes of investing in high-potential Georgia-based small businesses. SSBCI capital will be legally obligated to ... Hargreave Hale AIM VCT · Immediate access to an established diversified portfolio of high risk investments in small UK companies · Tax free dividends and ... May 7, 2003 ... Venture Capital Trusts (VCTs) are publicly traded venture capital companies in the UK. Since their inception in 1995, 71 VCTs have been ...