Octopus Live 2025
Post-event resources
The Great Advice Shift: Evolving tax planning across generations
Thank you for being part of Octopus Live!
Now, revisit the highlights and explore the content that shaped the conversations: from shifting legislation and the growing opportunity in estate planning, to the tech transformation redefining financial advice.
Plus, we’ve distilled the most valuable takeaways from the day into this bite-sized report, designed for quick reading and easy sharing with colleagues.
The day in numbers
370
Financial advisers attended
20
Expert speakers
5
CPD qualifying hours attained
132
Scalextric battles
1
Epic takeover of the Barbican in London
Hightlights of the day
Relive the highlights from Octopus Live 2025.
Workshop sessions
Access the content from the workshops.
From VCT rookie to rockstar – writing your first case with confidence
Learning objectives:
- Discover how clients can access venture capital through VCTs.
- Explore why VCTs present a growth opportunity for both your business and your clients.
- Learn how to identify opportunities within your client bank.
- Find tools to help you write your first VCT case.
Identifying estate planning opportunities in your client bank
Learning objectives:
- Gain the tools you need to grow your advice business using different tax planning angles.
- Identify who in your client bank could benefit from Business Relief investments.
- Build a deeper understanding on specific angles ranging from business owners as clients, drawing tax-free cash from pensions, utilising replacement relief.
What every adviser needs to stay relevant and retain client assets
- Uncover tools and resources to support you.
- Understand why getting intergenerational planning right is key to protecting (and growing!) the value of your business.
- Develop techniques to approach your clients’ beneficiaries long before they pass away.
Octopus Live 2025 event companion
Your event guide with all the content that we covered on the day.
Stage sessions
Want to revisit some of the key insights from our expert speakers? Watch the on-demand plenary sessions here.
Octopus Group CEO keynote speech
- Simon Rogerson
The Great Advice Shift: How today’s advisers are adapting to a new era of tax planning
- Jessica Tivey, Chartered Financial Planner, Co-founder & Director of Ivy Sterling Ltd
- Paul Feeney, CEO, Shackleton
Reclaiming time for what matters: How tech can enhance the adviser’s value proposition
- Ruth Handcock OBE, CEO, Octopus Money
- David Ferguson, Executive Chairman, Seccl
- Helena Wardle, Founder & CEO, Money Means
Private markets: A new era for retail investments
- Richard Court, Head of VCTs and EIS, Octopus Ventures
- Sarah Adams, Director of Policy, BVCA
AIM: ‘The most successful growth market in the world’ * celebrates 30 years
- Richard Power, Head of Octopus Quoted Companies, Octopus Investments
- Leigh Stephens, Investment Specialist, Octopus Investments
Big Pensions Pivot: Rethinking the order of estate planning
- Toyin Oyeneyin, Tax Product Specialist, Octopus Investments
- Claire Trott, Director at Technical Connections
- Sean Osborne, Director of Retail Distribution, Just Group
Ask Octopus – the estate planning helpdesk
Tax planning can be complicated, but it doesn’t have to be. Our team of experts are on hand to help keep things simple.