Supporting your advice process after Q Live
Planning tools, scenarios and insights to support your client conversations
29 January | Intercontinental London – The O2
Thanks for stopping by! Explore resources designed to help you navigate the Autumn Budget changes with confidence and discover client planning scenarios that highlight new opportunities for your clients.
A true partner
Estate planning is more than just tax efficiency – it’s about helping families protect wealth, preserve legacies, and plan with confidence.
Octopus is more than just an investment manager – we’re your partner in building confidence, clarity, and a lasting legacy.
Intergenerational expertise
Our dedicated team is here to support you and your clients at every stage, helping you deliver positive outcomes and build relationships that last across generations.
Octopus Legacy – part of the Octopus Group
Octopus Legacy provides specialist legal and administrative estate planning and bereavement support. Through our partnership, eligible clients investing in the Octopus Inheritance Tax Service and OITSPlus can access exclusive lifetime estate planning packages.
Dedicated expertise
From technical guidance to practical support, our specialists are here to help you navigate every step.
Client planning scenarios
Tax-efficient investments could help you meet the needs of a wide variety of clients. In each scenario below, you’ll meet an example client and learn about their needs and circumstances. Then you’ll see how a tax-efficient investment could be used to achieve better outcomes. This may help you develop appropriate strategies for your clients.
Clients looking to extract profits from a business efficiently
Clients who’ve sold a business in the last three years
Clients who want to integrate VCTs in their planning
Clients looking to invest tax efficiently
Clients looking to maximise Business Relief for their Spouse
Inheritance tax and Business relief
Understand how Business Relief supports inheritance tax planning and stay informed on upcoming changes that could impact client strategies.
Inheritance tax and Business Relief education hub
We've worked with tens of thousands of financial advisers to help develop their knowledge in specialist tax-efficient investments.
Autumn Budget Hub
Everything advisers need to translate Budget changes into meaningful conversations and smarter client outcomes.
Breakfast & Budget Webinar: Move forward with clarity and confidence
Watch 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.
Have an inheritance tax or estate planning technical question? Just ask Octopus.
Either submit your question or book a meeting and speak to one our experts.
We’re here to help.
Risks to bear in mind
Capital at risk
These investments are high risk, and any income from them, can fall as well as rise. Investors may not get back the full amount they invest.
Tax relief can’t be guaranteed
Tax relief depends on the companies invested in maintaining their BR-qualifying status. Tax treatment depends on individual circumstances and tax rules could change in the future.
Volatility and liquidity
The shares of AIM-listed and unlisted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
Assessed case-by-case
HMRC will only conduct a BR assessment after the death of an investor, to confirm whether the companies invested in qualify for BR at that time.
Get in touch
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