Charles Owen: Why advisers would consider social investment tax relief

For clients and social change

clock • 4 min read

Looking back to CoInvestor's Alternative Investment Roadshow at the end of last year, Charles Owen revisits the presentation on how SITR can benefit high net worth clients while bringing about positive social change

Towards the end of last year, CoInvestor's Alternative Investment Roadshow reached London - the last leg of a tour that also took in Guildford, Bristol, Birmingham and Manchester. Many financial advisers attended the day, along with fund managers and speakers from the Foresight Group, Oxford Capital, Resonance, Triple Point and MJ Hudson Allenbridge. The key themes covered by the roadshow were the Enterprise Investment Scheme (EIS), inheritance tax and business property relief, venture capital crusts (VCT) and social investment tax relief (SITR). We especially wanted to consider the ‘lay...

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