Our two VCTs are managed to maximise the level of tax-free dividends and, in common with other VCTs, they offer 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
In excess of £375 million committed funds targeted at this sector. With more than 30 investment managers operating from 6 offices, a portfolio of over 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
Our VCTs benefit from the significant volume of investment opportunities generated by YFM Group. This enables YFM Private Equity, the 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 VCTs2.
Please seek professional advice before undertaking any investments.
1: Source: Private Equity Insight.
2. Source: Howard Kennedy