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For professional advisers and paraplanners only. Not to be relied upon by retail investors.
Investment opportunities in the current economy
Your clients might be tempted to take advantage of high interest rates on cash savings right now.
But that’s not an effective long-term investment strategy.
Having venture capital investments in your toolkit can demonstrate your expertise and add value to clients looking to target higher returns over longer periods.
So, with revised economic growth forecasts announced in the Autumn Statement1, things are looking brighter. It makes for an exciting time to invest in UK early-stage venture capital businesses which can be uniquely accessed through Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS).
Attend your local roadshow event by Octopus Investments, to build on your understanding of these investments and hear from the experts at Octopus Ventures.
When and where:
January - February 2024
19 locations across the UK
Belfast I Brighton and Hove I Birmingham (Solihull) I Bristol I Cardiff I Chemsford I Edinburgh I Epsom I Exeter I Knutsford I Leeds I London I Manchester I New Forest I Newcastle I Norfolk I Nottingham I St Albans I Tunbridge Wells
Find your local event here
What to expect from these in-person events:
- Learn how advisers can add value to clients in a changing economy.
- A broad view of the current state and future outlook of the economy and venture capital market.
- Understand venture capital investments and how your clients can access them through VCTs and EIS.
- Hear from the experts at Octopus Ventures about their investment process, the companies they’ve backed, and why now is considered an exciting opportunity to invest in UK smaller companies.
- How Consumer Duty fits in.
- Spot opportunities in your client bank at tax year end.
Register now
Key investment risks:
- The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
- Tax treatment will depend on individual circumstances and could change in the future.
- Tax relief depends on portfolio companies maintaining their qualifying status.
- The shares of VCTs and EIS portfolio companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
1 Revisions show UK economy no longer the post-pandemic laggard, Reuters, 29 September 2023
These investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. This communication does not constitute advice on investments, legal matters, taxation or any other matters.
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