Episode 2 of the GrowthInvest Adviser Hour streamed live from Capital Connection’s studios in the heart of the City of London on Thursday the 1st March. This makes it the second episode of our first series, following in the engaging success of the first episode with host Lawrence Gosling leading the panel through a wide-ranging discussion with the following industry experts; guests included Hugh Rogers, Business Development Director at Puma Investments, Jack Rose, Head of Tax Efficient Investments at Lightbridge Partners, Nick Britton, Head of Training at the AIC and Graham Cross, CEO of Helm Godfrey.

The panel explored the use of tax enhanced products for retirement and succession planning, and gave their respective views on the relative merits of the different products.  Jack Rose of Lightbridge Partners made the point that it was important to carefully distinguish between the different products, and highlighted the significant variance in investment approaches.  Once again, the panel were in agreement that recent legislative changes were putting the investments, rather than the tax incentives, firmly in the spotlight.

Each guest then had individual interviews, all of which are accessible via the Adviser Hour portal. The Adviser Hour will be broadcast weekly on Thursdays at 11:00 until the end of March, and will be available on demand after each episode.

Registration is for the entire series, and is open now at webinars.growthinvest.com



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