Investing for a better world

You might argue that the most attractive thing about EIS and VCT funds is the raft of tax benefits that accompany them. They certainly are generous ­­­­­­­­­– both are CGT-free and offer 30% income tax relief. But focus too much … Continued

4 Questions You Should Ask When Choosing a VCT

Rule changes announced in last year’s budget will affect unwitting VCT investors. Here Calculus Capital CEO John Glencross highlights questions which advisers and investors should be asking providers.  HMRC does not give generous tax breaks without a reason, and the … Continued

Calculus VCT appoints new chair

Experienced industry CEO Jan Ward CBE is to chair the board of the Calculus Venture Capital Trust when current Chairman Michael O’Higgins steps down later this year. Ward has more than 30 years’ experience in the oil, gas, petrochemical and … Continued

Professional Adviser: EIS under the bonnet

In Professional Adviser’s webinar ‘EIS under the bonnet’, three of the UK’s leading experts in the sector offer guidance on how advisers should grill prospective fund managers in their EIS due diligence. Calculus Capital chief executive John Glencross – who … Continued

Calculus Capital invests £2.5m in Essentia Analytics

Enterprise Investment Scheme (EIS) and Venture Capital Trust (VCT) specialist Calculus Capital has invested £2.5m in fintech company Essentia Analytics, a leading provider of behavioural data analytics and consulting for professional investors. The investment by Calculus will be used to … Continued

A year in the life of Calculus

Brexit, Trump, trade wars and some unusually violent bouts of market volatility – what a year that was for investors. It was quite a year for the VCT and EIS industry too, with many managers forced by new legislation to … Continued