The Adviser Hour by GrowthInvest aims to provide an easily accessible educational forum for advisers to learn more about tax efficient investment, and to delve deeper into current issues facing advisers and their clients. We hope that the series will be a catalyst for growth of the industry by driving engagement with a broader segment of the UK financial Adviser marketplace. The show’s anchor and presenter for the series is the well-respected Industry figure Lawrence Gosling.

The series will focus on the benefits of the use of different types of tax efficient investments within client portfolios, the pitfalls and hurdles faced by advisers, education around the products and information. Each of the CPD-qualifying 6 episodes in this initial pilot series will feature key industry figures from product providers, financial adviser firms and trade bodies.

Registration will provide access to all 6 x episodes, either live or to view on-demand after the event, as well as provide advisers with free account access to the GrowthInvest platform.

Episode 3:

Better Understanding the Risk

Thursday 8th March, 11:00 GMT

There are different types of risk involved with tax-efficient investments, along with liquidity across different products – which is why these schemes offer a generous tax relief as compensation. One way to manage the risky nature of these investments is through diversification into funds and portfolios which we will discuss in detail. As part of a diverse portfolio, if some investments fail altogether, it does not need to be as concerning as it may initially sound, and we will cover off the ways of cushioning the blow. Every investment should be subject to careful due diligence, and we will look at how much of this responsibility sits with the adviser, and how independent research can come into play.

Hosted by Lawrence Gosling of Vitesse Media, each episode includes an interesting mixture of industry figures from product providers, trade organisations and financial adviser firms.

Register here, or by clicking the ‘book now’ button.

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