Legacy Investing: Long-Term Impact & Value Alignment

Olivia Drinnan, Marketing Director at Deepbridge Capital, spoke to IFA Magazine about integrating legacy into investment strategies.

She emphasised the importance of considering the long-term impact of investments on society, the environment, and future generations. This article highlights how Deepbridge Protect and other offerings from Deepbridge can help achieve these goals.

Legacy investing aligns portfolios with ethical, social, and environmental values, ensuring positive contributions and long-term returns. Business Relief (BR) investments, like those from Deepbridge, not only reduce inheritance tax but also drive societal change. The Deepbridge Estate Planning Service supports renewable energy projects, aiding the UK’s transition to a greener economy. This service invests in trading companies focused on renewable energy projects such as wind turbines, hydropower, anaerobic digestion, and solar power, ensuring stable energy outputs with government-backed price support mechanisms.

Additionally, Deepbridge Protect, featured in this article, lends short-term capital to social housing developers, addressing the housing crisis. By supporting the development of much-needed social housing projects, Deepbridge Protect helps alleviate homelessness and housing insecurity, contributing to community development and improved public health outcomes.

Financial advisers should guide clients to value-aligned investments. By focusing on legacy, advisers help clients achieve financial goals and create a lasting positive impact. This approach not only meets the growing demand for responsible investing but also builds trust and loyalty among clients, positioning advisers as forward-thinking and socially responsible.