NextBillion - An Initiative of the William Davidson Institute at the University of Michigan

As the 22/23 tax year-end draws close, we’re hosting a webinar panel discussion that focuses on direct impact investing via an Innovative Finance ISA, helping investors to understand how it works and what the potential benefits and risks are of investing in an IF ISA to utilise your tax-free ISA allowance as part of a balanced and varied investment portfoio.

In this discussion, we will talk to a panel of experts to discuss ISA tax relief and its relevance in the current financial climate. We will walk through exactly what an IF ISA is, how it works, who can invest in one, the risks involved and how it can give investors a direct impact investment element and how this is a vital part of a balanced investment portfolio.

We’ll discuss the importance of impact investing to help us tackle the climate crisis and how an IF ISA can make this more attractive to people looking to invest tax-efficiently whilst at the same time maximising their money’s impact on people and the planet We’ll have a Q&A session as well as tips on where to go for further information.
Panel:
Host – Lisa Ashford, CEO, Ethex and Energise Africa
Julian Parrott, IFA, Ethical Futures
Lisa Stanley Mann, Co-Founder, Good With Money
Seb Beloe, Partner and Head of Research, WHEB Asset Management

Do not invest unless you are prepared to lose all the money you invest.