£80m offer for 2025/26; with c£25m remaining after the extension
The Northern VCTs comprise of three separate trusts, each providing access to a diverse portfolio of tech-driven businesses. Tax benefits include income tax relief and tax-free dividends, offering substantial advantages to shareholders.
The Mercia group is one of the leading technology investors in UK and Europe, with over 600 portfolio companies, £2.0 billion AuM and deployed over £281m last year.
Northern VCTs £80m offer - key information:
*Capital at risk. Please see full risk information here. The tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Exclusive webinar for IFAs and Wealth Managers on securing 30% income tax relief for clients in 2024/25 tax year. Learn about our rapid deployment strategy for improved client cash flow - Webinar Registration.
£80m across the 3 VCTs inc over allotments
Portfolio of approx. 65 companies
4.5 - 5% target dividend
£6k minimum to £200k maximum investment
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John is a 48-year-old software engineer who earns £80,000 per year. He has a pension and some savings but he wants to reduce his tax bill and invest in private companies to improve his diversification.
After assessing John’s attitude to risk, investment goals and capacity for for risk, John’s financial adviser suggests a VCT investment to manage his income tax liability.
For any questions about the fund and applying, please contact enquiries@mercia.co.uk.
For information, including valuations, please contact The City Partnership at registrars@city.uk.com or on 01484 240 910.
For any other existing shareholder enquiries please contact Mercia Investor Relations at vctshareholderenquiries@mercia.co.uk.
