COMMISSION & CHARGES

Tax Shelter Report’s main revenue source is subscriptions from professional advisers who wish to receive our research to help them offer "best advice" to their clients.

Tax Shelter Report also receives commission on investments made by private investors investing on an execution-only basis through The Allenbridge Group.

The amount of commission (usually between 2-3%) is built into the initial charge of the products. For execution-only investors we have a new service where we will aim to rebate the initial commission in lieu for additional shares at no extra cost to the investor. For more information please click on the VCT Discount button. (Note that investors who go direct to the sponsor lose the opportunity of receiving our research and still pay the full amount of the initial charge.)

Investors without an Independent Financial Adviser can obtain research on VCTs from us to make an informed decision at no extra cost.

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