Online learning on Venture Capital Trusts

part of the Tax and Estate Planning Accreditation


Venture Capital Trusts (VCTs) are specialised investment companies that are listed on the London Stock Exchange.

As they are generally deemed to be risky investments, the Government grant various tax reliefs to VCT investors to encourage investment into portfolios of unquoted small and medium sized enterprises (SMEs) in the UK. SMEs are recognised to be a vital contributor to economic growth and job creation.
This e-learning course is designed as an accessible, CPD accredited resource on Venture Capital Trusts. New terms, definitions and examples are introduced gradually, building a clear picture of the relief. It is intended to give advisers the competence and confidence to ably interact with clients and to identify when VCTs are right for them.  

ENROL ON THIS COURSE (£195)

Accredited by

Endorsed by

Supported by

12
Engaging
Modules

Hand-picked
Learner
Resources

Certificate of
Knowledge and
Understanding

Up to 4 hours
of Structured
CPD

Who is this course for

The course works for a wide range of market stakeholders, from beginners to those who already have knowledge of VCTs who will gain CPD accreditation and a certificate evidencing successful completion of the course.

Course Format

The format of this course is an engaging mix of written, video and interactive original content that includes case studies, calculators, template documents, process flowcharts and decision making trees, all created in Intelligent Partnership’s signature style with high production values. The Learning Resources are signposted to learners taking the accreditation as important resources to support their learning prior to their final assessment.

After completing each module the learners’ knowledge is checked, and there is a final assessment at the end of this course to assess whether the learner qualifies for the certificate.

Learning objectives

  • List the advantages VCT qualifying investments have over other estate planning methods;
  • Explain how VCTs interact with pensions and other tax reliefs and wrappers
  • Detail the rules that govern the relief;
  • Define some of the key risks associated with VCTs;
  • Explain how Income Tax Relief, Tax Free Dividends and Tax Free Growth affect the income gained from VCT investments;
  • Explain what aspects you would take into consideration when assessing client’s suitability for Venture Capital Trusts and define how you would conduct research and due diligence on providers.

Course Content

Background to VCTs
Introducing Some of the Risks
Suitability
The Tax Reliefs
Interactions with Pensions and Other Wrappers
Process for Claiming Reliefs
Assessment, Research and Due Diligence
Case Studies
Rules for VCTs
Rules for Companies that Qualify for VCT Investment
VCT Fees/Charges and Practicalities
Final Assessment
You can access the detailed breakdown of this course here

“The AIC supports Intelligent Partnership’s initiative to improve levels of understanding and knowledge of venture capital trusts (VCTs), and welcomes the launch of this online course.”

Nick Britton The AIC, Head of Training

Meet our learning partners

1/3

Blackfinch Investments

e-learning

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Blackfinch Investments

2/3

Downing

e-learning

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Downing LLP

3/3

TIME Investments

e-learning

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TIME Investments