Changing the course of history! This is a bold declaration, some may even say an assumption, but it is not completely unfounded when talking about social impact investment. Let me explain… Take the River Thames for example. The Thames is majestic. In some ways, it defines London. However, if you trace the Thames to its […]
##If social investment was the River Thames##
We’ve discussed in previous blogs how Social Investment Tax Relief (SITR) will be of interest to your clients and how it will affect your practice risk. Now we address the most important question for change: how do we implement it effectively? Fortunately, the Worthstone platform exists specifically to equip financial planners and advisers with everything […]
What if the introduction of Social Investment Tax Relief (SITR) were to change the current perception of risk? We at Worthstone are always emphasising something we know many of you agree with: client needs must come first. The regulator says it, the providers of risk assessment tools say it and the professional bodies say it. So […]
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SITR – meet your client’s needs
Social Investment Tax Relief (SITR) has the potential to become a game changer for the thought leading financial planner looking to grow their High Net Worth client base and develop referrals from professional connections. HMRC statistics tell us that the number of higher rate taxpayers in the UK has doubled in the past ten years […]
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Social Impact Report 2014
Click on the report to download it. This report is designed to document Worthstone’s impact during 2014 (calendar year) on its key stakeholders. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK.
Paradigm Norton (PN) and the Aspire Gloucestershire Bond – an end to end story of social investment advice in action with Lee Dunn. The opportunity Motivated by a social investment focused on an area close to their office in Bristol, and the fact that the product was applying for Social Investment Tax Relief, PN decided […]