Venture Capital Trusts (VCTs)

An adviser that understands your market & portfolio

Venture Capital Trusts (VCTs) Services

The VCT industry continues to be a popular asset class for investors. With funds under management in the region of £3.5bn and new fundraisings exceeding £400m per annum for the last three years, the sector continues to demonstrate steady growth.

Recent changes to HMRC’s qualifying rules will inevitably result in a change of investment strategy for many VCTs and their managers. The impact of the changes is yet to be seen but it is expected that the change in qualifying status rules may slow the deployment of investment capital as new investment opportunities become harder to identify.

As VCTs seek younger businesses to invest in, it’s important to appoint an adviser that understands not only your market, but also that of your portfolio companies as these businesses often carry more risk and are more difficult to value.

At Price Bailey, we specialise in advising and supporting owner managed and SME businesses from inception through to exit.  As a consequence, we can assist VCTs in their search for new investment opportunities, portfolio realisations and valuations, in addition to audit and tax compliance services. Our positioning and understanding of this market, allows us to provide a specialist and cost effective offering to the VCT sector.

Services

  • Statutory audit services
  • Risk management and internal controls
  • Investee company/Portfolio valuations
  • Transaction advice
  • Buy/sell side deal sourcing
  • Due diligence
  • Tax compliance and structuring advice
  • Strategy/exit/growth advice
  • Forensic accounting services
  • Insolvency and recovery
  • Outsourcing/company secretariat
  • Governance services
  • Growth and equity funding
  • Corporate finance/investment banking services

Our VCT team

We work collaboratively to provide the full service offering you need to meet the challenges you face in your business.  Find out more about our team below:

< Back to Financial Services

Get in touch.

Call us for free or submit your enquiry online

See who we've helped

From growing pains to trade sale and day-to-day challenges.

Back to top