See below for an inspiring video from Resonance outlining the investment and impact of the Bristol SITR Fund. Subscribers can access the full review of this fund via the Social Investment Portal.
[updated 8th March 2017] Here we provide further details of each aspect of the latest SITR legislation from leading SITR tax adviser, Neil Pearson. This material is provided for information purposes only and are not intended to represent investment advice. Further advice should be sought before acting upon any information contained within this post. Tax […]
At the latest Social Investment Academy on 2nd November 2016, we gathered and supported a network of financial advisers and wealth managers engaged in social investment to hear from: key sector participants, market influencers, investment providers, social entrepreneurs and associated beneficiaries. Watch the short video below for a look at some of the highlights from the […]
PRESS RELEASE – 23rd November 2016 London: Philip Hammond announced the expansion of the Social Investment Tax Relief (SITR) scheme during his first Autumn Statement today. Plans have now been made to increase investments into an SITR-qualifying social enterprise to £1.5m. News of the expansion is a long-awaited and welcome addition to the social investment market, […]
Approximately £3.4mn has been invested in charities and social enterprises via Social Investment Tax Relief (SITR), a new report published by NPC for Big Society Capital has revealed. SITR has been on offer since April 2014 and allows individual investors 30% tax relief on loans or equity investment made into social enterprises and charities. IFA […]
We got in touch with Michael Smith from Chamberlyns to ask him about his experience on advising clients on SITR. Hear what he had to say: – For a look at SITR’s 2 year track record, read our blog – click here.