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...

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

Probate cases taking nearly two years rise by 131%

Probate cases taking nearly two years rise by 131%

Increased risk of interest accruing on IHT

Jaskeet Briah
clock 07 April 2026 • 2 min read
Government confirms standalone death-in-service benefits exempt from IHT changes

Government confirms standalone death-in-service benefits exempt from IHT changes

'The draft clause was nonsensical'

Jaskeet Briah
clock 17 March 2026 • 3 min read
Tax changes cause increase in client worry

Tax changes cause increase in client worry

More than half now more worried about tax now than a year ago

Isabel Baxter
clock 10 March 2026 • 2 min read