Event details

Date
Time
Duration
2021-10-14 09:00:00
2021-10-14 10:00:00
Europe/London

The award-winning GrowthInvest Adviser Hour drives education and understanding of tax-efficient and alternative investments, with discussions on the opportunities and challenges that advisers face. First launched in early 2018, and now into its eighth series, the Adviser Hour has transformed the online and educational landscape for financial advisers looking for the latest information and insights on tax efficient and alternative investments.

Inheritance tax planning is the cornerstone of many of the financial planning solutions which advisers put in place, but how do they make sure underlying investment schemes deliver what investors expect and returns are not eroded by hidden charges, particularly those schemes utilising Business Relief (BR).

Topics for the October Episode will include:

  • Capital Gains Tax changes
  • Insurance in a Global Pandemic
  • Volatility of AIM portfolios
  • What advisers should look for
  • Diversification
  • The impact of the pandemic on client’s existing portfolios
  • Private company valuations

Hosted by Lawrence Gosling, the second episode of the Autumn Series features a star line-up of both old and new leading industry figures and commentators featuring guests representing some of the best established and most popular Business Relief providers in the market PK Wealth, Unicorn, Downing and the Tax Efficient Review.

As well as an in-depth exploration of market trends and analysis, we will also be asking the panel a series of questions from Advisers, in our new Adviser Clinic section. 

Tune in at 10am on Thursday 14th October and find out the latest on key industry trends, opportunities, and challenges, and what it looks like to be an adviser at the forefront of tax efficient investments in 2021/22.

CPD Information
Every episode of the Adviser Hour can be considered for unstructured CPD hours, depending on how this activity addresses your individual personal development learning needs. To request a helpful CPD activity log sheet or to request an attendance certificate from GrowthInvest, please email CPD@growthinvest.com or contact us on 020 7071 3945.

Panel

Gosling_Lawrence

Lawrence Gosling

Editorial Director of Bonhill Group

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Lawrence Gosling is the host of the GrowthInvest Adviser Hour and the Editorial Director of Bonhill Group. He was previously the Group Editorial Director of Incisive Media and the founding editor of Investment Week.

Lawrence was also the launch editor of IFAonline, Mortgage Solutions, Cover and Bloomberg Money magazines, and one of the original judges for the Gold Standards. In 1994 he worked at Reuters, and prior to that he spent five years with Financial Times magazines, notably on Financial Adviser.

Max Ormiston

Max Ormiston

Fund Manager, Unicorn AIM IHT Portfolio

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Max is co-manager of Unicorn Outstanding British Companies Fund, working with Director & Senior Fund Manager, Chris Hutchinson. Max is also an Investment Advisor to the Unicorn AIM IHT Portfolio service. He has been a member of the Unicorn investment team since joining the firm in 2014, prior to which he worked as an Investment Manager at Brewin Dolphin. Max is a CFA Charterholder and graduated with a BSc (Hons) in Agribusiness Management from Newcastle University.

Michael Usher

Michael Usher

Head of PK Wealth & CIO

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As Head of PK Wealth, Michael has extensive investment experience and is involved in the asset allocation, investment selection and portfolio construction process. Prior to joining PK Wealth, Michael spent twenty years with Brooks Macdonald Asset Management where, as a director of the company, he ran an investment team. Michael helped to set up two other discretionary investment management businesses before joining PK Wealth in January 2016.

LinkedIn: https://www.linkedin.com/in/michael-usher/

Nick Priest

Nick Priest

Sales Director, Downing

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With over ten years’ experience in financial services, Nick joined Downing in 2015 as a Business Development Manager. Prior to that, he worked for Canada Life with a focus on offshore and IHT products in the London area. Nick is DipPFS qualified, and he previously worked in third way investments and as an adviser at Barclays.

Hugh Rogers

Hugh Rogers

Director, Tax Efficient Review

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Hugh started his career in finance in 1999 when he joined Bestinvest as a financial adviser. In 2002 he started to review VCTs for Bestinvest, which he continued to be involved with until Bestinvest was sold to 3i in 2007.

In 2009 he joined Shore Capital Ltd, the asset management division of Shore Capital Group, as a Business Development Manager to launch and promote their Puma VCTs to UK IFAs. Over the 9 years he spent at Shore Capital he was involved with 8 VCT launches, 2 EIS strategy launches and 2 IHT efficient offers: Puma Heritage and the Puma AIM IHT Service. In 2019 he accepted an offer to return to his research roots and join Tax Efficient Review. Hugh has a degree in Psychology and Economics from St Andrews University.

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