Adviser Hour – Series I Episode 2 – Panel Discussion
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. In Episode 2 the panel discuss this all, as well as addressing a key question, are tax products too risky for the retired?
Our host Lawrence Gosling talks on “The Investor’s Future Retirement Portfolio” to:
- Nick Britton, Head of training at the AIC
- Jack Rose, Head of Tax Efficient Investments at LightBridge Partners
- Graham Cross, CEO of Helm Godfrey
- Hugh Rogers, Business Development Director at Puma Investments
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