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EQ launches VCT analysis & investment service

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Boutique wealth manager EQ Investors (EQ) has unveiled details of its new investment service aimed at experienced investors interested in taking advantage of the multiple tax reliefs offered by Venture Capital Trusts (VCTs).

To address the increasing demand for quality tax-efficient products, the service is designed to offer crucial analytical research of EQ’s ‘top picks’, including provider and product reviews. In conjunction, EQ today launches a guide providing details on how VCTs work, the benefits, risks involved and how to invest.
 
The EQ service offers a comprehensive listing of all offers on the EQ website including details of amounts raised and EQ’s top picks, plus a detailed review by the EQ research team on each individual VCT share offer, which includes both qualitative and quantitative analysis, discounts on the standard charges, and downloadable application forms.
 
John Spiers, Chief Executive at EQ, says: “We are excited by this launch as we continue to expand our range of services. With the rumoured changes to pension tax relief, experienced investors will be looking for complementary options to supplement their investment portfolios. We expect demand for VCTs to outstrip supply for the foreseeable future as the number of opportunities for tax efficient investing by higher rate taxpayers reduces. As such, we aim to provide clear, current and reliable information to ensure our investors get access to the best opportunities.
 
“We offer the most detailed research in the marketplace and in most cases we can discount the standard charges, saving investors’ money and enhancing future returns.”
 
Last year, EQ recruited Sophie Muller, one of the leading analysts in the VCT space and one of Citywire’s ‘Top 30 under 30’, to lead their research efforts in this space.
 
Muller, Senior Analyst at EQ, adds: “In depth interviews with VCT management teams are conducted at least annually. We assess the length of relevant management experience, as well as the quality, structure and depth of resources within the team. In addition to this, we require evidence of the manager’s commitment to both the firm and the VCT.”

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