In this month’s special Tax-Efficient Investment edition of IFA Talk, we welcome Gresham House’s Anthony Crosbie Dawson to the studio.
Together, we discuss the UK ‘timber gap’, a long-term investment which creates an interesting opportunity for investors and one that’s highly tax-efficient.
Anthony reveals how recent Budget changes have impacted the appeal of forestry to investors, highlights the inheritance tax benefits as well as the broader tax-efficient environment for forestry , and outlines the key attractions of investing in UK timber, along with a discussion about the main risks that investors face when investing in long term, illiquid assets such as forestry.
We also break down the pricing in secondary forestry funds, with Anthony explaining what is driving this market, and who this form of investing is most suitable for.
Lastly, Anthony looks ahead, sharing his long-term outlook for the UK timber industry.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Also, to listen to the episode with Octopus Investments’ mentioned in this episode, click here!
Anthony Crosbie Dawson
Anthony’s background is in investment banking, having previously worked for international firms in London, New York and South America, including Macquarie and Merrill Lynch. At Gresham House, he is responsible for business development, marketing and sales for our forestry and energy transition assets, also managing one of the funds.
Anthony has a BA (Hons) in History from Newcastle University and is an Investment Management Certificate holder. He is also a registered adviser with the Financial Conduct Authority.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
