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The Social Investment Tax Relief (SITR) scheme was set up by the UK Government to encourage individual investors to support social impact enterprises.
The maximum amount you can invest is £1,000,000.
Keep in mind that you’re only eligible for the CGT exemption and the Income Tax relief if you keep the investments (either shares or bonds) for 3 years.
Here you’ll need the enter the total amount invested into SITR eligible investments:
Of course, you can also use TaxScouts – we can sort all of this for you for a flat £119.
There aren’t many SITR eligible investments to be found. The UK Government is currently reviewing the SITR scheme and might be replacing it with a Social VCT instead.
For now, you can find SITRs through specialised firms like:
Of course, you should do your own research – we do not endorse any of these firms or their SITR eligible investments in particular.
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