What is Social Investment Tax Relief (SITR)?

What is Social Investment Tax Relief (SITR)?

Earlier this week I attended a BlackRock media event focused on what the future might hold for the financial services profession, looking forward to the year 2025. A key topic highlighted during the discussion was the increased adoption of ‘values based’...
Due diligence: how deep should you dive?

Due diligence: how deep should you dive?

Just before the festive break I met with Robert Clark of RC Brown. I always enjoy meeting with Robert because I can guarantee that the conversation will get me thinking (for example, see this earlier post DB pension transfer through the eyes of a consumer: the...