Proactive specialist asset management
We provide venture, private equity or debt finance to regional businesses with growth ambition.
Through our Northern VCT funds we can provide private investors with an opportunity to gain exposure to innovative UK businesses, with the benefit of up-front tax relief and tax-free dividend income.
These Funds provide an investment opportunity with exposure to innovative businesses where the funds invest between £1m and £12m in both early and later stage UK companies.
The Northern VCT funds invest across a range of innovative sectors from bioscience through to software and consumer goods providing investors access to unique opportunities. Whilst these do carry a degree of risk, as is the nature of all early stage investment, they do also offer high rewards for those seeking a high-risk, high-reward profile.
Subscribers for new shares in a VCT who are UK taxpayers can claim income tax relief of 30% of the amount invested, and on an ongoing basis can receive VCT dividends free of tax.
Mercia’s Northern VCT funds invest across a range of innovative sectors from bioscience through to software and consumer goods providing investors access to unique opportunities. Whilst these do carry a degree of risk, as is the nature of all early stage investment, they do also offer high rewards for those seeking a high-risk, high-reward profile
VCT tax reliefs are available on up to £200,000 invested in VCTs in each tax year. The Northern VCTs may require a minimum subscription (typically £6,000) from subscribers in public share offers.”
VCTs are not for everyone. They carry a degree of risk as the companies in which they invest are early stage, which can mean less well-established businesses. It is important that you carefully research the opportunities and seek professional advice from a properly regulated entity or professional
Mercia’s investment Team has an established track record delivering returns for shareholders across both private and public sector mandates. Not only does the Group invest and manage more than £180million on behalf of the British Business Bank, but it also raises, invests, and manages its own VCT EIS and SEIS funds too. Over the past 25 years the Northern VCT team has built an enviable track record, making it one of the most highly regarded VCT teams in the country
The team, which is led by industry expert Tim Levett, following its integration into Mercia in December 2019 , is well established as part of Group and leveraging the wider resources available providing an unrivalled access of proprietary deal flow.
The Northern Venture Capital Trust (VCT) Funds back high-quality management teams in businesses that have the potential for significant growth
If like many private investors you are looking to supplement your investment portfolio with a solution that could offer higher returns, then Venture Capital Trusts (VCTs) may be for you.