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.
Market Update: 3 ways that Worthstone is having an impact in the social investment sector 1. PRESS RELEASE: London and Belfast planners back sustainable investment hub 2. VIDEO: Hear one of our Founder Partners – Chris Holmes (Almus Wealth) – talk about social impact investing 3. READ: How SITR and SIBs are opening up opportunities for IFAs to make a […]
Please click here to download the report as a pdf. This report is designed to document Worthstone’s impact following the March 2016 Social Investment Academy. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK and this event is the largest gathering […]
Big Society Capital (BSC) today published their annual review for 2015. The review reveals an impressive and encouraging picture for the nascent social investment market. Market Growth At the end of 2015, the review outlines that social investment in the UK was worth over £1.5bn and is being used by over 3,000 charities and social […]
Triple Point announced that it has delivered £1 million of SITR-qualifying social investment funding. This union between private investors and social enterprises has led to benefits in both the healthcare and education sectors. It looks to be the first of its kind delivered by a mainstream fund manager but there is hope an increase in […]