BLOG: SITR’s 2-year track record and how IFAs played their part
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News & Thoughts

BLOG: SITR’s 2-year track record and how IFAs played their part

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 […]

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CASE STUDY: Chamberlyns advising on SITR-related investment

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.

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MARKET UPDATE 7/9/16

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 […]

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MARKET UPDATE: Cabinet Office tell us how Brexit will impact social investment

What are some of the key figures in the social investment market saying about the unexpected result of the EU referendum? “the EU Referendum did demonstrate that big questions, built up over many decades, are present in our country….The divides that the referendum has revealed make a strong civil society even more important. We all […]

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BLOG: Social Investment OR Socially Responsible Investment: what’s the difference?

The key to understanding the difference between Socially Responsible Investment / Sustainable and Responsible Investment (SRI) and Social Investment (SI) is first to establish our meaning and understanding of the terms because it is a murky world of overlapping phrases and terminology . Figure 1. Common examples of the crossover of terminology Due to this […]

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BLOG: In brief: GIIN Annual Impact Investor Survey 2016

The Global Impact Investing Network (GIIN) published their sixth Annual Impact Investor Survey Data was collected globally from 158 separate impact investing organisations and respondents included: fund managers, foundations, banks, development finance institutions, family offices, pension funds and insurance companies. Survey highlights Survey respondents committed a total of $15.2 billion to impact investments in 2015 and plan […]