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Webinars
Guides
Planning scenarios
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Date:
Wednesday, 28th June 2023, 10:00amFeel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.
This webinar gives you an opportunity to introduce any relevant clients to inheritance tax and the key ways to plan for it, including Business Relief.
Watch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.
Tax-efficient returns and the new advice landscape
Watch this webinar for your quarterly update on the Octopus AIM Inheritance Tax Service and hear our lead fund manager’s thoughts on the AIM market.
Tune in to understand how to help your client and grow your business with estate planning.
Watch this webinar to hear from leading experts on Consumer Duty and find out how you can help your clients achieve their objectives.
Watch this webinar to take a closer look at the Service, how it works, and how it could help your clients.
This is an on-demand webinar recorded on 28 June 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.
You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.
The Octopus Inheritance Tax Service is a discretionary managed portfolio service. Through this service Octopus has invested your clients’ money into a company expected to qualify for Business Relief.
The company expects to shortly offer shareholders the opportunity to acquire additional shares further to a Rights Issue.
Join our webinar to learn more about this upcoming Rights Issue.
Hear from Ed Fellows, Head of the Octopus Inheritance Tax Service, and Camilla Wilkes, Senior Business Line Manager, who look closely at the opportunity.
