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THE ADVISER HOUR BY GROWTHINVEST – 27 September – Estate Planning Special

For financial advisers looking for expert analysis and comment on tax efficient and alternative investments, the second series of the GrowthInvest Adviser Hour continued with a look at Estate Planning and Inheritance Tax.

GrowthInvest, the tax efficient investment platform for financial advisers and high net worth and sophisticated investors, in its highly acclaimed programme featured a panel comprising Brian Moretta, head of tax enhanced products at Hardman & Co, Martin Sherwood, partner at Enterprise Investment Partners and Tony Catt, compliance consultant from TC Compliance, Nick Morgan of Foresight Group, Tom Attwooll of Oxford Capital and Steve Godmann, founder of Soundmite.

The hour-long session which started at 11 am gave a valuable overview and assessment of the current estate planning and IHT mitigation strategies available to advisers and their clients in the market, and discussed how these fit in with traditional wills, trusts and other estate planning methods and vehicles.

The show’s anchor, well-respected industry figure and journalist Lawrence Gosling each week in The Adviser Hour takes industry experts through key aspects of the market with a specific focus on adviser education, before speaking to each individually in an extended interview.

Ahead of the Estate Planning session, Lawrence said: “With a record £5.2BN of IHT receipts in 2017/18, IHT planning is expected to become an increasingly key area of focus for advisers. We will be asking a panel of industry experts to explain how advisers can access the information they need, to summarise the different strategies available in the and conduct the right suitability and due diligence, as well as for their predictions on what the future might hold, with a careful eye on the current review being conducted by Office of Tax Simplification.”

Run in association with Capital Connections, the GrowthInvest Adviser Hour series focuses on a number of themes around tax efficient and alternative investments, with a look at key investment sectors, analysis of the economy, including recent regulatory changes, as well as discussions on how Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and IHT investments can be best used for longer term financial and retirement planning, and the various opportunities and challenges that advisers face.

Each of the Continuing Professional Development (CPD) qualifying episodes features key industry figures from product providers, financial adviser firms and trade bodies.

Registration is easy – just log into Registration will provide access to all episodes across both Series I & II, either live or to view on-demand after the event, as well as provide advisers with free account access to the GrowthInvest platform.

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