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Venture Capital Trusts – pay less tax and help UK companies grow

We’re big fans of smaller companies. They’re fast growing and forward thinking, and are the engines of growth in the UK economy. The government is right behind them too and provides valuable tax incentives to attract investors. One of the ways it does this is through Venture Capital Trusts (VCTs), which invest in small businesses to help them grow. When you invest in a VCT, you can benefit from:

  • up to 30% income tax relief each tax year on investments up to £200,000 (to retain this relief you have to keep your VCT shares for at least five years)
  • tax-free dividends
  • no capital gains tax

Tax treatment is dependent on your individual circumstances and may be subject to change. Investing in smaller companies isn’t easy, and demands specialist skills and experience. We launched our first VCT in 2002, and have since gone on to become the UK’s largest VCT provider. We now look after more than £400 million for 20,000 investors. Why not have a look at the companies in our VCT portfolio? Read our guide for information on Guide to claiming tax reliefon your investment in on or our VCTs

VCTs open for investment this tax year

The following VCTs are currently open for new investment:

Here are a few of the businesses that we love and support:

Zoopla Property Group    secretescapes  yplan

For more information, or if you’d like to speak to one of the fund managers who’d be investing your money, please call us on 0800 316 2298 or contact us online. Alternatively, you can talk to your financial adviser.

Closed VCTs

The following VCTs are currently closed for new investment.  To access information, including Annual Report and Accounts go to Shareholder Information.

  • Octopus VCTs
  • Apollo VCT
  • Eclipse VCT

NMPI Status

All Octopus VCTs currently conduct their affairs so that the shares issued can be recommended by financial advisers to ordinary retail investors in accordance with the Financial Conduct Authority’s (FCA) rules in relation to non-mainstream investment products and they intend to continue to do so for the foreseeable future. All Octopus VCTs shares are excluded from the FCA’s restrictions which apply to non-mainstream pooled investment products because they are shares in a VCT.

What are the risks?

We recommend you seek independent advice before investing. Our products place your capital at risk and you may get back less than you invest. It’s really important to us that you understand the risks which come with investing in our products. Please read through our Guide to Risk

Document Library

  • Download

    Octopus AIM VCTs product overview

  • Download

    Octopus AIM VCT and VCT 2 prospectus and application form

  • Download

    Octopus AIM VCTs application form

  • Download

    Octopus AIM VCTs brochure

  • Download

    Guide to VCTs

  • Download

    Octopus AIM VCT 2 Factsheet – August 2014

  • Download

    Octopus AIM VCTs Factsheet – August 2014

View all documents

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(or alternatively, you can call 020 7776 7954)

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Important Information

Our products place your capital at risk and you may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the London Stock Exchange Official List. Website content is not intended to constitute investment, tax or legal advice. We recommend you seek independent advice before investing in our products.

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