Investment Activity
Our established team has an excellent reputation in this field and have a constant pipeline of new opportunities in which to invest.
No other VCT comes close to disclosing so much information. Martin Churchill, Tax Efficient Review
Tax Advantages
VCTs are among the most tax efficient investments available:
- Investors can receive income tax relief of 30% on their investment;
- Investors pay no income tax on dividends from the VCT;
- Investors pay no capital gains tax on their VCT shares.
Risks
However, VCTs are not without risks, and we would encourage potential investors to consider the risk factors before investing. These are stated in full in the Information Memorandum, but broadly:
- Investors need to hold their shares for 5 years in order to retain their income tax relief.
- Oxford Technology VCTs invest in start ups companies each of which has a high risk of failure. We seek to reduce this risk using a portfolio approach, but investors' capital is not guaranteed.
- VCT shares are not traded frequently enough to be regarded as a liquid investment, and so investors may find it difficult to sell their shares should they need to do so.
- Oxford Technologys past performance does not guarantee nor may it be a reliable indicator of future performance.