Social Investment Tax Relief


SITR SERVICES & PRICING
 

Our Social Investment Tax Relief (SITR) services

 

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What are the advantages of Social Investment Tax Relief (SITR)?

 
SITR can offer excellent tax benefits to investors (e.g. 30% income tax relief & no CGT) in return for investment in social enterprises such as a charity.  SITR was designed to encourage individuals to support social enterprises and to help them access new sources of finance.

SITR
Investors who qualify for SITR may benefit from:
  • 30% income tax relief on the amount subscribed (up to a maximum annual investment of £1,000,000);

  • 100% inheritance tax relief after two years (provided the SITR is an equity investment, rather than debt, and is held at the time of death);

  • SITR Capital Gains Tax deferral for the life of the investment on amount subscribed;

  • 100% tax free growth (provided income tax relief has been given and not withdrawn and disposal takes place after the end of the SITR three year period);

  • Loss relief (a loss on an equity investment disposed of can be set against an Investor’s income or capital gain to reduce tax); and

  • Unlike SEIS and EIS, SITR investments can also be structured as unsecured debt or loans (this has the advantage of potentially being easier for the investor to exit via the repayment of the loan rather than trying to sell shares (but the disadvantage of a loan is that it will not permit loss relief or the inheritance tax exemption noted above)).

Getting started with SITR is as easy as 1,2,3...

 
SEIS Advance Assurance
We obtain your SITR advance assurance.

Investor Documents
We help you write the investor documents.

SEIS Raising Finance
We can help you raise finance.

See Over 80 Example Successful Clients 

 


Sapphire will obtain your SITR advance assurance.

 
Obtaining HMRC advance assurance can be time consuming. We are here to help.

It is very important that any social enterprise wishing to obtain investment ensures it has obtained SITR advance assurance from HMRC.  Although it is not necessary to obtain this in order for an investor to invest in a social enterprise, the vast majority of investors will request that advance assurance is obtained before making an investment. We are here to ensure that your social enterprise will be investment ready.

SITR HMRC Advance Assurance
Our services include the following:
  • We check your enterprise qualifies for SITR.

  • We prepare the HMRC documents.

  • We make the HMRC application.

  • We answer all the HMRC questions.

  • We work with HMRC to get issues resolved.

  • We obtain your SITR advance assurance.

 

 

Sapphire will write your investor documentation.

 
We have assisted numerous social enterprises with their investor documents, write business plans and assist with the drafting of an information memorandum.

Investor Documents
Our services include the following:
  • We help you write the business plan.

  • We can draft your investor documents.

  • We can help you prepare the loan documents.

  • We can help you with your branding.

  • We can assist with the FCA disclosures.

  • We help you write the information memorandum.

  • We obtain your SITR advance assurance.




Sapphire can help you raise finance.

 
We can assist your social enterprise to find SITR investors and raise finance.

Raising finance
Our services include the following:
  • We make sure you are SITR investment ready.

  • We help you find SITR investors.

  • We help you answer investor questions.

  • We can help you manage the SITR investment.

 


Watch our introduction video.

 




Our SITR Services Pricing Summary.

 

Bronze

£250/+VAT

  • Do-It-Yourself. For those who have the time and like doing things themselves
  • Letter to HMRC Template
  • Two Year Financial Forecasts Template
  • Free Business Plan eBook
  • Free Support
Buy SEIS Now
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SilverPopular

£950/+VAT

  • We Do All The Work. A solution for those short of time and require professional help
  • Full HMRC SITR Application
  • Two Year Financial Forecasts
  • HMRC Business Plan Support
  • Returning Customers get a 15% Discount
  • Free Support
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Gold

£3,000/+VAT

  • Total SITR & Investor Documentation Solution 
  • Everything in Silver, Plus:
  • Full Investor Documentation
  • Full Investor Financial Projections
  • Returning Customer get a 15% Discount
  • Free Support
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Download our FREE eBook guide to SITR.

 

Our FREE eBook guide will help you understand the SITR process.

  • Which companies qualify for SITR.
  • Explanation of the tax benefits.
  • How to get HMRC advance assurance.
  • The steps involved in raising finance.

Our eBook will save you valuable time and expense in your quest to get your social enterprise approved by HMRC and more importantly, raising the finance.

Fill in the form to request the eBook.

Social Investment Tax Relief SITR

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Read what some of our clients are saying about us...

 

"Sapphire Capital were very easy to work with, friendly, professional and had a great ability to explain complicated matters in simple, easy to understand terms. We would highly recommend them."

Ricky Martin Director, Skunk Works Surf Company Limited

Guy Bucknall
"Working with Sapphire Capital was a most valuable experience. We did not simply get the best financial advice; we got insightful mentorship as well, which is better than gold."

George Zarkadakis Entrepreneur

George Zarkadakis
"Vasiliki's patience in compiling our funding document was truly amazing. She is smart, thoughtful and constructive in her work. She tirelessly spoke to us at any time of the day and was fast at turning around the document. I would recommend Sapphire to anyone looking to take a funding document to market."

Clive Morris Client Machine Limited

Clive Morris
"Sapphire's help was excellent. Everything was very professionally handled."

Hugo Rose Director, Cellar & Co Limited

Hugo Rose

See Over 80 Example Successful Clients
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