A Practical Overview of Social Investment Tax Relief (“SITR”)

This event is aimed at charities and social enterprises that are actively exploring raising capital using SITR. It is intended to provide a practical overview of the SITR and the ways in which we expect charities and social enterprises will make use of it.

SITR has been introduced by the government to stimulate the social investment market. It provides certain tax reliefs for individuals who invest into qualifying social enterprises. The intended expansion of SITR will be likely to dramatically increase the investor uptake of social investment and make it a highly valuable source of funding for social enterprises and charities.

Speakers will include:

Neil Pearson- Consultant, Bates Wells Braithwaite
Jim Clifford OBE- Partner and Director of BWB Advisory and BWB Impact
Luke Fletcher- Partner, Bates Wells Braithwaite
Louise Saunderson- Associate, Bates Wells Braithwaite 

Why choose this course?

This two hour workshop is designed to provide delegates with a clear understanding of the features of SITR to assist with structuring potential transactions. It is intended to provide an overview of the process in obtaining SITR and the typical structures for SITR investment that have been used to date. The session will also cover the intended expansion of SITR and the likely impact this will have on the scheme.

Who should attend?

This session is aimed at Charities, Social Enterprise sector and in particular:

• Chairs

• Chief Executives

• Chairs of Finance Committee

• Finance Directors


8.30am- Registration and breakfast
9.00am- Seminar 
11.00am- Finish 


£75 (excl. VAT)