With strong demand for VCTs in the wake of increasingly restrictive pension rules, the AIC is running three VCT seminars in the New Year for advisers and wealth managers.
Led by the AIC’s Head of Training Nick Britton, the events in Birmingham, Guildford and Leeds will help attendees refresh and deepen their knowledge of VCTs. The line-up of guest speakers comprises Andrew Buchanan (Octopus AIM VCTs), Will Fraser-Allen (Albion VCTs), David Hall (British Smaller Companies VCTs), Dr Paul Jourdan (Amati VCTs), Eliot Kaye (Puma VCTs) and Tim Levett (Northern VCTs).
Topics to be covered in the seminars include how to research and analyse VCTs, developments in the sector, and how VCT managers balance risk and reward in portfolios.
Nick Britton, Head of Training, AIC, said, “We have noticed increasing interest in VCTs among advisers and wealth managers as the rules over pension contributions and the lifetime limit have tightened. Many mature VCTs offer substantial tax-free dividends and this is seen as a key attraction, as well as the feel-good factor some clients experience through supporting young, ambitious UK companies.
“These seminars will include a refresher on VCT basics, such as the tax reliefs and rules, but will also take a much more in-depth look at the investment opportunities that can be accessed through VCTs, and provide pointers on how advisers can choose between the various offers that are becoming available this tax year.”
Upcoming VCT seminars
Leeds – Wednesday 18 January 2017, 9.30-12.30
Woodlands Hotel, 79 Gelderd Rd, Gildersome, Leeds, LS27 7LY
Guest speakers: Tim Levett (Northern VCTs), Paul Jourdan (Amati VCTs)
Birmingham – Thursday 19 January 2017, 9.30-12.30
The Manor Hotel, Main Road, Meriden, Solihull, CV7 7NH
Guildford – Wednesday 1 February 2017, 9.30-12.30
Holiday Inn, Egerton Road, Guildford, Surrey, GU2 7XZ
Guest speakers: Will Fraser-Allen (Albion VCTs), Eliot Kaye (Puma VCTs)