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Mobeus covers VCTs...

Monday 26 November 2012, 9.00am - 12.00pm

We are pleased to welcome Jeff Cornish from Mobeus Equity Partners to our Shenstone office who will be outlining the general tax reliefs available through VCTs as well as giving a bit more detail regarding the particular strategy that has served them so well over the past decade.

Mobeus run 4 VCTs, this year’s offer invites client to invest in a top-up share offer in 3 of their VCTs the performance of which led to them being named VCT provider of the year 2012 by two separate trade bodies involved with Private Equity and Venture Capital investments.

They have managed to provide a steady tax free dividend every year while maintaining (or even growing) the value of the underlying portfolio. Many other VCTs pay out dividends at the expense of the Net Asset Value but Mobeus have been running this strategy for over 10 years with great success.

The event is being held at our FMB office, with coffee and bacon butties being served from 9am for a prompt 9.30am start.

If you wish to attend, please email rebecca.wilson@finman.co.uk to reserve your place. Alternatively call 01539 815772. 

 

Check out our complete list of forthcoming events.

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Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786