Episode 3 of the GrowthInvest Adviser Hour streamed live from Capital Connection’s studios on Thursday 8th March as were Episode 1 and Episode 2 previously.

This brings us to the halfway mark of the first series of the Adviser Hour, engaging Advisers to encourage the growth of the tax-efficient investment space with host Lawrence Gosling leading the panel through a wide-ranging discussion on Better Understanding the Risk. For Episode 3 we were joined by industry experts: Brian Moretta, Head of Tax Enhanced Products at Hardman & Co; James Faulkner, Senior Manager Oxford Capital; Kealan Doyle, CEO of Symvan Capital; and Tony Catt of TC Compliance Services.

The panel delved into understanding the risks of tax efficient investments, ways to manage the risk and how the reliefs accompanying tax efficient investments compensate the risk.  The increased emphasis on the underlying investments given the recent regulatory changes were a big focus, as was the need for the adviser to not rely solely on independent research reports, and being able to show the investments were suitable for particular clients.

As usual, each guest had individual interviews, all of which are accessible via the Adviser Hour portal. The Adviser Hour broadcasts weekly on Thursdays at 11:00 until the end of March, and each episode is available on demand after once aired.

Your registration is valid for the entire series, and is open now at webinars.growthinvest.com



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