FCA and HMRC to speak at adviser social investment forum

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Is the risk of using social investment tax relief (SITR) too high for advisers when compared with longer-running tax-efficient investment schemes such as VCTs or EIS?

The Social Investment Academy will tackle this issue in March and will include a panel featuring advisers from leading firms such as Paradigm Norton, BPH Wealth Management, Flowers McEwan, Page Russell and Stackhouse Poland who have been adviser clients in this burgeoning area. The event, on 2 March at law firm Hogan Lovells in London, will also feature speakers from HM Revenue & Customs, the Financial Conduct Authority and the government's Cabinet Office as well as advisers and social entrepreneurs. It is organised by Worthstone, a specialist advisory firm focusing on the social impa...

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