A year in the life of Calculus – 2019

3.01.20 It was the year of Brexit (again), another bruising general election, and trauma in the retail fund industry with the demise of Woodford and the gating of property funds. Against this backdrop the VCT and EIS industry continued to … Continued

Calculus extends VCT offer to polling day

Calculus Capital has extended its offer to waive initial fees on investments into its Venture Capital Trust (VCT) till December 12th. The move will allow investors to see their adviser before polling stations open. All three parties have published their … Continued

How to use VCTs for retirement

Investors placed £731m into Venture Capital Trusts (VCTs) last year and early indications suggest that they may top that this year. The reason is simple – many of us now use VCTs as a key part of retirement planning alongside … Continued

Small can still mean global

Tax-efficient international exposure can be found beyond the FTSE 100. In the wake of Brexit we have seen many fund managers extolling the virtue of a portfolio heavily dominated by FTSE 100 companies. The argument in their favour is that … Continued

Calculus VCT – Now open for subscription

Calculus VCT is open for subscription – invest in the brightest, growing UK businesses  Calculus Capital has launched a £10 million fundraising for the Calculus VCT, offering a target annual dividend of 4.5% of NAV and capital growth. The proceeds … Continued

In memory of Robert Davis

It is with great sadness that we announce the passing on 4 August of our highly respected and much loved colleague, Robert Davis. Our thoughts are with his wife Kathy and daughters Tamsin and Tara at this time. Wise, kind, … Continued