Final Episode of Adviser Hour: The Future of Tax Efficient Investing in 2018/19

by | Mar 28, 2018

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Tomorrow (Thursday) sees the final episode of the Adviser Hour webinars from GrowthInvest and its all about the future of tax efficient investing in 2018 and 2019.

This is one not to be missed.

Register now.

 

The panel will look ahead to the next tax year, and discuss what the next 12 months might have in store for advisers in the tax efficient arena. The last year has been the most significant for decades in terms of changes to legislation, which have simultaneously cemented tax-efficient investing, and moved investments up the risk scale.

Picking up on several recurring and interlinked themes from the series, the panel will give their verdicts on the outlook for advisers and their clients, and provide their views around the importance of portfolio diversification.

As part of an adviser “toolkit”, we will be looking at the practical framework of investing including appropriate PI cover, the use of 3rd party platforms, and how technology has a major role to play to encourage advisers in this space.

 

Host is Lawrence Gosling and all episodes are CPD qualifying, so email GrowthInvest at CPD@growthinvest.com to request a certificate and CPD log.

Taking part are:

Daniel Rodwell
Managing Director of GrowthInvest, and chairman of the Investment Committee. He is passionate about increasing efficiency in the alternative investment sector, and in helping broaden the reach of tax efficient and growth investing to a wider UK audience of advisers and investors (pictured above).

 
Vasiliki Carson
Assists clients with business plans, financial structuring and HMRC advance assurance for SEIS, EIS and VCT. She also specialises in HMRC advance assurance for R&D Tax Credits.
Stephen Jones
Has a vast knowledge of Tax Planning practices and tools. Appearing regularly on BBC radio and on national television, Stephen has decades of experience as a Financial Adviser. Has been a finalist three years in a row for the Growth Investor Awards and runs a practice with offices in both the West and East Midlands and London just off Oxford Street.

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