Benefits of our VCTs

Tax Advantages

Our two VCTs are managed to maximise the level of tax-free dividends and in common with other VCTs, they offers 30% upfront income tax relief on your investment (up to £200,000 in any one tax year) provided you hold your shares for 5 years, as well as tax-free capital gains and tax-free dividends. www.hmrc.gov.uk/guidance/vct.htm

Unique Deal Flow

YFM Group is the most active investor¹ of equity in UK small and medium sized businesses, with more than £300 million of funds targeted at this sector. We made 145 investments totalling over £42 million in the last year². With more than 40 investment managers operating from 10 offices, a portfolio approaching 250 companies, and working actively with over 100 appointed non-executive directors and mentors, YFM Group is uniquely placed to take advantage of investment opportunities arising from this network

Lower Risk

Our VCTs benefit from the significant volume of investment opportunities generated by YFM Group. This enables our investment adviser to make highly selective investment decisions. The potential to co-invest and make follow-on investments in existing companies also means we can invest in lower risk companies than most other VCTs.

1: Source: VCR Directory
2: in the 12 months to 31 October 2008
Please seek professional advice before undertaking any investments.