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תוכן מסופק על ידי Brian Moretta, Hardman & Co and Brian Moretta. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Brian Moretta, Hardman & Co and Brian Moretta או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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117 EIS & VC Basics: What are VCTs? with Nel Isaac of Foresight Group

15:54
 
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Manage episode 513521196 series 3320023
תוכן מסופק על ידי Brian Moretta, Hardman & Co and Brian Moretta. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Brian Moretta, Hardman & Co and Brian Moretta או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

In the third of basics mini-series for the EIS Navigator we introduce Venture Capital Trusts (VCTs). Foresight Group manage four VCTs, so we asked Nel Isaac to come on and explain what they are about. VCTs are the most popular of the tax advantaged schemes, so it's great to get someone with such deep knowledge to give us a primer.

The areas we cover in the discussion include:

  • what is a Venture Capital Trust?
  • what a VCT can invest in?
  • the restrictions on a VCT's cash holdings
  • the different strategies that we see in VCTs
  • what areas VCT managers invest into
  • comparing EIS and VCT strategies
  • how an investor can buy shares
  • returns from dividends
  • how to sell shares

As well as explaining the reliefs, Nel brings in lots of examples. Enjoy!

Links

Foresight Group - https://www.foresight.group/

Contact Nel - https://www.linkedin.com/in/nel-isaac/

HMRC page on Venture Capital Trusts: https://www.gov.uk/hmrc-internal-manuals/venture-capital-schemes-manual/vcm50000

HMRC page on tax reliefs for venture schemes: https://www.gov.uk/guidance/venture-capital-schemes-tax-relief-for-investors

Subscribe to the EIS Navigator podcast on most services here: https://the-eis-navigator.captivate.fm/listen

You can see this episode on video too here.

The playlist for all the videos of the Basics series will be found here.

Bio

Nel Isaac

Senior Strategic Partnerships Manager, Foresight Group

Nel Isaac is a Senior Strategic Partnerships Manager at Foresight, based in London. Nel has been with the business for 10 years and is currently responsible for managing relationships with key networks and national advice firms across the UK.

Nel holds a BSc in Anthropology from the University of Southampton and the Investment Management Certificate (IMC) qualification part one.

Disclaimer

Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.

For more information, please read our full disclaimers:

www.hardmanandco.com/research-disclosures

www.hardmanandco.com/disclaimer

  continue reading

124 פרקים

Artwork
iconשתפו
 
Manage episode 513521196 series 3320023
תוכן מסופק על ידי Brian Moretta, Hardman & Co and Brian Moretta. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Brian Moretta, Hardman & Co and Brian Moretta או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

In the third of basics mini-series for the EIS Navigator we introduce Venture Capital Trusts (VCTs). Foresight Group manage four VCTs, so we asked Nel Isaac to come on and explain what they are about. VCTs are the most popular of the tax advantaged schemes, so it's great to get someone with such deep knowledge to give us a primer.

The areas we cover in the discussion include:

  • what is a Venture Capital Trust?
  • what a VCT can invest in?
  • the restrictions on a VCT's cash holdings
  • the different strategies that we see in VCTs
  • what areas VCT managers invest into
  • comparing EIS and VCT strategies
  • how an investor can buy shares
  • returns from dividends
  • how to sell shares

As well as explaining the reliefs, Nel brings in lots of examples. Enjoy!

Links

Foresight Group - https://www.foresight.group/

Contact Nel - https://www.linkedin.com/in/nel-isaac/

HMRC page on Venture Capital Trusts: https://www.gov.uk/hmrc-internal-manuals/venture-capital-schemes-manual/vcm50000

HMRC page on tax reliefs for venture schemes: https://www.gov.uk/guidance/venture-capital-schemes-tax-relief-for-investors

Subscribe to the EIS Navigator podcast on most services here: https://the-eis-navigator.captivate.fm/listen

You can see this episode on video too here.

The playlist for all the videos of the Basics series will be found here.

Bio

Nel Isaac

Senior Strategic Partnerships Manager, Foresight Group

Nel Isaac is a Senior Strategic Partnerships Manager at Foresight, based in London. Nel has been with the business for 10 years and is currently responsible for managing relationships with key networks and national advice firms across the UK.

Nel holds a BSc in Anthropology from the University of Southampton and the Investment Management Certificate (IMC) qualification part one.

Disclaimer

Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.

For more information, please read our full disclaimers:

www.hardmanandco.com/research-disclosures

www.hardmanandco.com/disclaimer

  continue reading

124 פרקים

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