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Seven in 10 advisers say VCTs can coexist alongside ISAs and pensions

Intelligent Partnership’s research was highlighted in one of Fund Strategy’s articles. Click here to view the original post. Seven out of 10 advisers believe that VCT investments can sit alongside ISAs and pensions, according to a report by Intelligent Partnership. In total 82 per cent of advisers recommend VCTs to clients, up from 67 per cent from last year’s survey, which the report argues could be due to pension limits. VCTs were recommended primarily for non-IHT tax planning. Additionally, nearly half of all advisers surveyed recommended VCTs due to their tax-free dividend income. Sixteen per cent have never used the… continue reading

February 3, 2017