Adviser Hour – Season I Episode 4 – Panel Discussion
Barriers to using tax efficient products usually include the assumption they are simply too risky, the caution around the lack of liquidity and, put simply, a lack of understanding of the schemes and their benefits. The discussion will also look at the sometimes thorny issue of personal indemnity insurance.
Our host Lawrence Gosling talks on “Lifting the Barriers to Advising on Tax-Efficient Products” to:
- Matthew Cushen, Co-Founder of Worth Capital
- Gillian Roche-Saunders, Head of BWB Compliance
- Martin Fox, Member of the EIS Association Research, Education & Marketing Committee, and Managing Director of Bulletin
- Eloise Ellis, Business Development Manager at Lark Insurance
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