Social Investment Tax Relief | A survey of EIS Managers

Social Investment Tax Relief | A survey of EIS Managers

5 Nov 2015

  • SITR is based on the existing EIS relief and the government is proposing to lift the limit on the maximum investment per investee organisation to £5 million per year (up to £15 million in total), subject to EU State Aid approval. This change could open up the market and make specialised SITR funds a viable proposition for the first time, and we wanted to find out if EIS managers were preparing to enter this market. We surveyed the managers and encountered a range of responses, read the full article to see what they had to say.

Social Investment Tax Relief: Overview for Advisers

Members Only Social Investment Tax Relief: Overview for Advisers

3 Dec 2014

  • The UK has introduced the first tax relief – Social Investment Tax Relief (SITR) – for social investments that incentivises ethical investing. SITR offers generous tax breaks that are changing the ethical investing landscape and how various investors can get involved. Investors can now achieve financial returns while having measurable social benefit. This article takes a look at the social investment market, SITR and considerations for advisers and clients on social investments.

Members Only The Concept of Ethical Investing

7 Oct 2013 10 minutes

  • In this video, Intelligent Partnership’s Daniel Kiernan covers the concept of ethical investing.

Members Only Benefits and Risks of Renewable Energy Investment

19 Aug 2013 9 minutes

  • In this video, Intelligent Partnership’s Luke Jackson covers some of the key benefits and risks of renewable energy investment that are analysed in more detail in the AiReport titled Energy and Renewables.

Members Only The Carbon Bubble

12 Aug 2013 5 minutes

  • In this short video, Daniel Kiernan explains the concept of the carbon bubble and the impact and effects this could have on your clients investments.

Members Only The Advantages of UK Renewable Energy

5 Aug 2013 8 minutes

  • In this video, Intelligent Partnership’s Luke Jackson covers some of the main advantages that renewable energy investments can have for the UK as a whole.

Abundance Generation: A Detailed Overview

Members Only Abundance Generation: A Detailed Overview

16 Jul 2013

  • Abundance Generation are a company with two key objectives. The first to raise money to help fund renewable energy projects. The second, to do this in a new way: not by raising funds from institutional donors but by going direct to the public to raise money from many smaller investments.