Event details
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.
The VCT season started early this year with the Amati VCT filling up within hours of opening. This has continued with record breaking raises by Octopus, and some very popular VCTs are filling up fast. It looks as if VCTs will break the £1Billion mark for the first time and with a growing realisation that a VCT portfolio can provide significant tax free income alongside traditional pensions, the future looks bright. Our panel of experts will give the very latest information and views on how best to act in this new VCT landscape, and what this means for VCT investors in the longer term
Topics for the February Episode will include:
- Drivers for increased popularity of VCTs in 2021/22
- How big can the VCT market get?
- Winners and Losers over pandemic and impact on client portfolios
- What advisers should look for in a VCT manager
- Outlook for dividend yields, and how to
- Liquidity and the secondary market
- The strength of the AIM market
- ESG and sustainable reporting requirements
- Predictions for next year and beyond
We ask a panel of industry experts these key questions and more.
Hosted by Lawrence Gosling, the Q1 2022 VCT 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 VCT providers in the market Unicorn AIM VCT, Seneca Partners, The AIC and Albion Capital.
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 3rd February 2022 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 2022.
Panel
Lawrence Gosling
Editorial Director
Bonhill Group
Will joined Albion (then Close Ventures) in 2001 since when he has focused on leisure, media, business services and healthcare investing. Will became deputy managing director of Close Ventures in 2007, deputy managing partner of Albion in 2009 and managing partner of Albion in 2019. Some of Will’s current and former investments include Active Hotels, PayAsUGym, Locum’s Nest, LabM, Sift and Peakdale Molecular.
Will qualified as a chartered accountant with CLB in 1996 and then joined the corporate finance team. He holds a BA Hons in History from Southampton University.
Nick Britton has worked at The Association of Investment Companies (AIC) since 2015, aiming to broaden investment professionals’ knowledge and understanding of investment trusts, VCTs and other closed-ended investment companies. He holds the Investment Management Certificate, is a candidate in the CFA programme, and is an associate member of the Chartered Institute for Securities and Investment. A former business and financial journalist, he graduated from Cambridge University and is married with three children.
Matt joined Seneca Partners from the RBS Structured Finance team in January 2017. Working alongside the top private equity institutions in the region, Matt led deals across the Leisure/Consumer, TMT, Professional Services, Manufacturing and Infrastructure sectors. Prior to this Matt spent four years with Deloitte, qualifying as a Chartered Accountant and working on both audit and advisory engagements throughout the North West. Matt graduated from the University of Manchester in 2010 with a degree in Management with Accounting & Finance.
Chris is Senior Fund Manager and a Director of Unicorn. He has been the lead manager of Unicorn AIM VCT since joining the firm in late 2005 and co-manager of Unicorn Outstanding British Companies Fund since its launch in December 2006. Prior to joining Unicorn, Chris was a Fund Manager at Montanaro Asset Management for over eight years, where he specialised in UK smaller companies.
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