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Wealth Club

  • VCT capacity fills up in advance of tax year end

    March 21, 2025

    Venture capital trusts (VCTs) have been reaching capacity as the end of the tax year approaches, with Northern VCTs closing their £36m fundraise this week. The decision by a few large VCTs not to raise money this tax year, and smaller offers from some other players, means capacity is six per cent lower than last [...]

  • 30th anniversary of VCTs celebrated as 2024 raise approaches £240m

    December 1, 2024

    The total amount of money raised through venture capital trusts (VCTs) this tax year is approaching £240m, 20 per cent higher than last year, as the investment industry celebrates the vehicle’s 30th birthday. The VCT was unveiled in the 1994 Budget, where Chancellor Ken Clarke launched the scheme, and have since raised £12.5bn, funnelling money [...]

  • Inheritance tax receipts rise as Brits warned to ‘make plans to pass on wealth’

    November 21, 2024

    Inheritance tax receipts have risen again as experts are warning Brits to better plan for the passing on of wealth, after the Autumn Budget changes. Fresh figures released this morning show inheritance tax receipts for between April and October of this year are £5bn, which is £500m higher than the same period last year. This [...]

  • UK investors rush to venture capital trusts ahead of Budget

    October 22, 2024

    Two venture capital trusts (VCTs) have raised £90m in just 45 days as investors rush into the vehicles ahead of a potential hike in capital gains tax at the Budget. Capital gains tax currently sits at 20 per cent but rumours are spreading that the levy could be lifted by Rachel Reeves’s at her first [...]

  • Investors pounce on start-up incentive scheme amid fears of Labour tax rises

    September 9, 2024

    Flows into a government-backed scheme offering tax reliefs for investors in UK start-ups have surged since the general election, new data has revealed, as fears grow of possible tax rises under the new Labour government.

  • Venture capital trust season kicks off as Mobeus launches £90m share offer

    September 2, 2024

    The start of VCT season has arrived with a bang, as Gresham House-run Mobeus has launched £90m in share offers for two of its venture capital trusts. The two VCTs have total net assets of £343m and a combined portfolio of about 50 companies, ranging from early-stage companies with almost no revenue to later-stage, profitable [...]

  • Venture Capital Trusts prepare for funding surge as tax year closes

    April 3, 2024

    As the tax year draws to a close, Venture Capital Trusts are readying for the late surge of investment into their pockets.

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