Performance and valuation for VCTs

Stodell, Hannah
September 2009
Money Marketing;9/17/2009, p8
The article reports on the new service offered by the Tax Efficient Review to assist Financial Independent Advisors (IFAs) with after-sales support for clients with venture capital trusts (VCTs) in Great Britain. The service includes automated VCT valuations and six-monthly single-page VCT performance reviews that will cost 50 pounds plus VAT per client annually. It indicates that the Tax Efficient Review is conducting a trial allowing IFAs to request a free VCT portfolio valuation for a client.


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