FCA and HMRC to speak at adviser social investment forum

Last tickets remaining...

clock • 1 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax Planning

HMRC continues to see raft of pension tax overpayment claims

HMRC continues to see raft of pension tax overpayment claims

Claim numbers hit 12,767 in second quarter

Isabel Baxter
clock 30 July 2025 • 2 min read
Economists pen open letter calling for a UK wealth tax

Economists pen open letter calling for a UK wealth tax

‘A progressive wealth tax is a critical step forward’

Isabel Baxter
clock 29 July 2025 • 3 min read
TISA and industry urge government to rethink IHT on pensions

TISA and industry urge government to rethink IHT on pensions

Research proposes simpler alternatives

Isabel Baxter
clock 14 July 2025 • 5 min read