Liquidity has always been a challenge in tax-efficient investing, but GrowthInvest is changing that.
Our VCT Maturity Report identifies holdings approaching maturity, giving advisers a clear view of which investments are nearing the five-year holding period required for tax relief. Combined with our secondary VCT sales process, advisers can offer clients a route to exit or reinvest, all within the same platform. This feature is complemented by our VCT Buyback Calendar, which provides visibility on upcoming provider buybacks across the market. By consolidating this information, advisers can plan ahead, manage liquidity proactively, and have informed conversations with clients about reinvestment strategies.
For the first time, advisers have the tools to bring liquidity into the VCT market, transforming what was once a static investment into a dynamic, managed process. This innovation is helping advisers deliver better outcomes and meet client needs for flexibility and control.