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 2:

The Investor’s Future Retirement Portfolio

Thursday 1st March, 11:00 GMT

Using tax enhanced products for retirement planning can come in many forms, for example, EIS can be used to supplement pensions contributions, VCTs for tax free income and the various types of IHT plans. Knowing when to use which, is important for your retirement planning. We’ll be discussing this all, as well as addressing a key question, are tax products too risky for the retired?

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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