Bates Wells launches new guide on tax reliefs for investing into charities and social enterprises

Have you ever struggled to get your head around the forms of tax relief available when investing into charities and social enterprises? If so, we’ve produced a new guide which helps to demystify this often confusing subject.


Oliver Hunt from our Charity & Social Enterprise team has worked with Big Society Capital to develop a new guide which explains to charities what forms of tax relief might be available and how they can position themselves to benefit from them.

Entitled “A Simple Guide to Tax Reliefs: An overview of tax reliefs for investing in charities and social enterprises”, the guide is an easy-to-access handbook which is designed to explain everything from Social Investment Tax Relief and Enterprise Investment Scheme, through to IFSAs and Gift Aid.

The launch of the guide is part of a wider campaign which aims to help social enterprises benefit from Social Investment Tax Relief. This launch follows the release of last year’s “Financial Promotions” guide, which was also produced in collaboration with Big Society Capital.

“A Simple Guide to Tax Reliefs” has now been published online so if you’d like to find out more click here for more details.

This information is necessarily of a general nature and doesn’t constitute legal advice. This is not a substitute for formal legal advice, given in the context of full information under an engagement with Bates Wells.

All content on this page is correct as of July 25, 2018.