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...
Became chair in May
Trust key to client retention
Concerns over disclosure about risk and performance
Architas advent calendar – 9 December
Book extract and offer