We recently hosted a wide-ranging webinar which was a fund manager-free zone; chaired by Mark Brownridge, Director General of EISA, Ewoud Karelse (Head of Tax Advantaged Investments at Tilney) and Brian Moretta (Head of Tax Enhanced Research & Investment Analyst at Hardman & Co) gave their unscripted, independent opinions on a range of topics including:
- Inheritance tax
- Business relief
- Tax planning
- Death bed planning
- Lending
- Transparency of governance
- Transparency of fees
- Risk
It serves as both an ideal introduction to the field, and an important refresher course in these unprecedented times.
It features live case studies, suggests key questions for IFAs to ask fund managers, and emphasises the importance of understanding your clients, understanding the products you’re proposing and seeing illustrations of them.
It’s not a dry presentation, it’s a lively and informative chat amongst pre-eminent, independent experts in the sector; some names are named and some candid opinions are expressed.
So make yourself a cup of tea and watch it here>>
