Ethical Investments
Ethical Investments

Whenever there is a moral debate, people often ask: ‘How can I make a difference?’ They feel disempowered and confused when bombarded with horrific images about the reality of modern life and its ramifications.

Many people today are investing money in companies linked with…

  •     Human rights abuse
  •     Animal exploitation
  •     Armaments and nuclear weapons
  •     Pollution
  •     Factory farming
  •     Pornography

…without even realising it. You might be investing in these, inadvertently, if you have Life Assurance, a Pension, savings etc.. Do you know if you are? Would you like to? More and more people are becoming concerned about the activities of companies in which their money is invested, either directly or through financial institutions such as banks and insurance companies.

Most people are under the impression that by investing in an Ethical fund, they will be soothing their conscience but not making any money. This is actually not the case. A number of our clients have been pleasantly surprised to find that their investment has grown faster and more consistently than other, non-ethical funds.

Enterprise Investment Schemes & Venture Capital Trusts

These investments are becoming more attractive as efficient tax planning tools. The tax benefits, which include Income Tax Relief on the amount invested, Capital Gains Deferral and Exemption have been granted to provide incentives to investors to encourage them to invest in small, unquoted companies. The qualifying investments also benefit from Business Property Relief and can be used for Inheritance Tax Mitigation.

We make clients fully aware of the potential risks involved rather than solely focusing on the tax planning benefits of investing.

MJB are pleased to offer Alternative / Ethical Investment Advice in Chichester & West Sussex. Please contact us today on 01243 771777.