Fueling UK tech growth whilst providing attractive dividend yields
This page for investment professionals only
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. The tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
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.
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.
07377 383 609
Whether you’re ready to invest today or you’re thinking about a capital solution for tomorrow we would love to hear from you.