The Northern VCTs comprise 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.

We started managing the Northern VCTs in 2019, and have doubled the size of the investment team since that point, introduced more experienced investors, and delivered 33 exits. 

The Mercia group is one of the leading technology investors in UK and Europe, with over 550 portfolio companies, £1.8 billion AuM and deploying over £281m last year.

Key information on Northern VCTs for financial advisers and wealth managers:

*Capital at risk. Please see full risk information below

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Key features

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14th January 2025 launch

team

Portfolio of approx. 65 companies

target

4.5 - 5% target dividend

cash

£6,000 minimum investment

Northern VCTs 2024/25 funds raised

**Includes monies logged from applications where funds have not yet cleared.

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The Northern VCTs and Mercia

The Northern VCTs comprise three separate trusts, providing access to a diverse portfolio of tech-driven businesses and attractive tax benefits. These 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 550 portfolio companies, £1.8 billion AuM and deploying over £281m last year. Mercia Fund Management Limited started managing the Northern Venture Capital Trusts in 2019, and has since doubled the size of the investment team, introduced more experienced investors, and delivered 33 exits.

Case Study: John's investment into the Northern VCTs

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.

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Start an application

To streamline the application procedure, we have partnered with City Partnership, our online receiving agent. They will also serve as our registrar, ensuring the smooth handling of all application submissions.

It's essential to note that applications will be evaluated on a first-come, first-served basis. 

Queries & support

For any questions about the fund or support whilst submitting an application, please contact Stefan.

Stefan-circle

Stefan Helm, Digital BD Manager

stefan.helm@mercia.co.uk

07377 383 609

VCT investments are high risk and place your capital at risk. Please click here to understand the key VCT risk factors

The tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

VCT investments are high risk. Please click here to understand the key risk factors.