Venturing forth

clock

Simon Rogerson highlights the benefits of using venture capital trusts

The financial crisis has had a major impact on clients' long-term financial plans as well as their day to day spending. In particular, many clients have found that the value of their pension has fallen dramatically and they are now looking at how to address the potential shortfall. This is where venture capital trusts (VCTs) can help. VCTs can be used with self invested personal pensions (SIPPs) to create compelling financial planning solutions. The typical response to this suggestion, certainly from clients, is that it is too risky. In an environment where the client is seeing thousands ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Estate planning

Intergenerational wealth transfer: DIY estate planning 'no longer an option'

Intergenerational wealth transfer: DIY estate planning 'no longer an option'

Complexity is part and parcel of tax reliefs and exemptions

Jenna Brown
clock 22 April 2025 • 2 min read
HMRC nets £6.3bn from IHT in first three quarters of 2024/25

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

December receipts totalled £620m up 13%

Jenna Brown
clock 22 January 2025 • 4 min read
Surge in probate delays following inheritance tax changes

Surge in probate delays following inheritance tax changes

134% rise in year-long cases

Cameron Roberts
clock 16 January 2025 • 1 min read