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 1:

The Current Tax-Efficient Landscape

Thursday 22nd February, 11:00 GMT

The inaugural episode of the Adviser Hour – we welcome you into the realm of tax-efficient investments…

The series will start with an overview of the tax-efficient investing landscape, including the most recent changes resulting from the Patient Capital Review which resulted in changes to regulations so as to channel the true ‘spirit’ of EIS & VCTs. We will be discussing the perceived barriers to using these schemes, and consider the diverse range of investments and sectors the tax-efficient landscape has to offer.

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

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