MARKET UPDATE: SITR Draft legislation update
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News & Thoughts

MARKET UPDATE: SITR Draft legislation update

[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 […]

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News & Thoughts

BLOG: Annual Impact Report 2016/17

As Worthstone continues to grow and the impact investment market goes from strength to strength, we take a look back at 2016 and outline our achievements and the next steps for 2017. To download the full PDF of our impact report please click here.

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News & Thoughts

VIDEO Highlights: Social Investment Academy Nov 2016

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 […]

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News & Thoughts

MARKET UPDATE: SITR Expansion – Latest analysis

As we informed you on the 23rd November 2016, the Chancellor had (in his Autumn Statement) announced several changes that may be made to the SITR rules. If made, these changes will apply to all SITR investments made after 5 April 2017. Here we provide further details of each aspect of the SITR changes and […]

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Social Investment Academy

BLOG: SIA Nov ’16 – Impact Report

To download a PDF of the impact report please click here. To download a PDF of the impact report please click here. To see highlights from the day, watch the video here.

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News & Thoughts

MARKET UPDATE: Breakthrough for Social Investment Tax Relief (SITR)

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, […]