Adviser Hub

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Explore practical resources to build your knowledge of VCTs and estate planning, understand where they could fit within financial planning, and support conversations with your clients.

VCTs

Learn more about Venture Capital Trusts (VCTs), how they work, their key features and potential tax benefits for clients.

Estate Planning

Find out more about estate planning, including managing Inheritance Tax (IHT) and the role of Business Relief (BR).

Client Scenarios

See how VCTs and estate planning could be considered in practice across a range of different circumstances.

Guides

Explore practical guides covering key topics, considerations and developments across VCTs and estate planning. 

Webinars

Watch our latest webinars, find upcoming sessions and hear from industry experts on key topics shaping financial planning.

Guides and resources

Explore our guides and insights on tax-efficient investing, alongside useful topics and developments relevant to financial advisers.

View all guides

Guide

VCT

min read

A guide to Venture Capital Trusts (VCTs)

Understand how VCTs work, where they can fit within financial planning, and the key benefits and risks to consider for clients.

Guide

IHT

min read

A guide to estate planning

Understand the key considerations when helping clients plan how to pass wealth between generations.

Guide

VCT

min read

Why might advisers consider VCTs for their clients?

With the income tax relief on new VCT shares now at 20%, we look at the wider role VCTs can play within a client’s investment and financial planning strategy.

Guide

IHT

min read

An introduction to Business Relief (BR)

Learn how Business Relief works, what changed from April 2026, and where BR investments may fit within estate planning for suitable clients.

Adviser FAQs

Find answers to some common questions, or get in touch with our team if you’d like to know more.

Ask the team

What is the relationship between ProVen and Beringea?

ProVen is the brand behind the ProVen VCTs and the ProVen Estate Planning Service (PEPS). Both are managed by Beringea, a transatlantic investment firm with more than 30 years’ experience investing in and supporting growing businesses. Beringea has managed the ProVen VCTs since their launch more than 25 years ago.

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Where can I find more information about the ProVen products?

Detailed information on each product sits within the main ProVen website, including key features, risks, investment information and relevant documents. You can find out more about the ProVen VCTs here and the ProVen Estate Planning Service (PEPS) here.

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What support is available to financial advisers?

Alongside the educational resources in the Adviser Hub, we can support advisers with product information, illustrations for the ProVen VCTs and PEPS, and queries relating to particular client situations.

For existing clients, our team can also provide valuations and fund performance updates. Advisers with clients invested in PEPS can access cash valuations through an adviser portal, with further performance information available from the team.

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Who can I speak to about a particular client situation?

Our sales team covers different regions across the UK and can help with questions relating to a particular client or planning situation. Use the 'Ask the team' button to find the relevant contact for your area and get in touch directly. Alternatively, you can get in touch with the main office at 020 7845 7820 or info@beringea.co.uk.

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Adviser Hub

Browse the hub