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Breakfast & Budget
Unpacking the Autumn Budget and how it impacts your clients
Overview
Register to attend
For professional advisers and paraplanners only. Not to be relied upon by retail investors.
This on demand webinar was recorded on 01/12/2025. All information will have been correct at the time, but some statistics and deadlines may now be out of date.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 you.
Join Erin Platts, CEO of Octopus Investments and our in-house team of experts as they share key insights and practical strategies to help you support your clients with confidence.
What we cover:
- 2025 Budget unpacked
- What we know and what is ahead
- What does this mean for estate planning? – why now is the time to start the conversation
- Practical strategies for early planning and how to take advantage of the current landscape
- Q&A with our expert panel
By registering, your personal data will be processed by Octopus Investments (OI) in accordance with our Privacy Notice. You can opt-out from marketing communications at any time by emailing [email protected].
Some key risks to keep in mind:
- The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
- Tax treatment depends on individual circumstances and could change in the future.
- Tax relief depends on portfolio companies maintaining their qualifying status.