Pembroke VCT review

“Overall in our view an interesting addition for generalist VCT investors wanting to diversify their holdings, gain exposure to a maturing consumer sector portfolio, through a VCT with the lowest running costs in the industry.”

85/100 Tax Efficient Review, December 2016

The full report is now available for FCA authorised intermediaries for download in the Open Offers section of our website.

As has been widely reported in the press, the 2015 legislative changes to Venture Capital Trusts & the Enterprise Investment Scheme have created a significant amount of uncertainty among the old guard of tax efficient product providers. VCT managers have been particularly affected, given the majority had previously focussed on now banned ‘Management Buyouts’ (MBOs) transactions.

Pembroke VCT has always focussed on genuine growing businesses, as opposed to refinancing mature companies and is therefore unaffected by these changes.

Please note: Kin is unable to give taxation or financial advice and strongly recommends private investors speak with a suitably qualified independent financial adviser. Your capital is at risk and all our products are long term, high risk investments. They will not be suitable for all investors. The level of tax relief received depends on individual circumstances and may be withdrawn at a later date.