Adviser Hour – Series II Episode 1 – PART 1 – Panel Discussion
An overview of the current tax efficient landscape, with a look at the impact so far of recent changes to EIS & VCT legislation in Q1 of 2018 that were implemented as a result of the Patient Capital Review. With a greater focus on true growth investing within the EIS space, and the removal of capital preservation, as well as adjustments to VCT rules, we ask what difference this potentially makes to financial planning for the right clients, and how advisers can best use the information available to them to get the right solutions in place.
We will ask a panel of experts their predictions for the next few months, how to best address perceived or real barriers to advising on tax efficient investments, and initial discussion on the current IHT review and request for evidence.
Hosted by Lawrence Gosling of Bonhill Media, each episode includes an interesting mixture of industry figures from product providers, trade organisations and financial adviser firms.
Lawrence Gosling, Editorial Director at Bonhill Media, Editor in Chief – GrowthBusiness.com
Dan Somers, Managing Partner at Boundary Capital
Paul Munn, Partner at Par Equity
Martin Fox, Chair of EISA Research, Education & Marketing Committee and Bulletin
Gordon Pugh – Senior Business Development Manager, Blackfinch Investments
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