Stay informed in this
fast-changing world of
sustainable investing.
Social impact investing is a way of investing into a company or fund to produce a defined, positive social outcome with the intention of a return on capital and a possibility of a yield over and above the principle. As a relatively recent development in the investment sector, we have collected 5 key messages we […]
We believe there are significant opportunities to provide advice to clients in a fast growing social impact investment (SII) market. Increased relational capital built by creating shared value will be the most significant generator of growth amongst wealth advice businesses. Why should you get involved in social impact investment? Differentiation A skilled adviser must show […]
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 […]
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 […]
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 […]