Benefits

Tax Advantages
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

Deal Flow
In excess of £375 million committed funds targeted at this sector. With more than 50 people operating from 6 offices, a portfolio of over 200 companies, and working actively with over 100 appointed non-executive directors and mentors, YFM Equity Partners 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 Equity Partners. This enables YFM Private Equity, the fund manager, to make highly selective investment decisions. The potential to co-invest and make follow-on investments in existing companies also means we can help to reduce the investment risk.

Please seek professional advice before undertaking any investments.