The Estate Planning Show

Our hit show returns with fresh insight and expert know-how. Join us for this two-part online event that will help you spot planning opportunities and turn them into business.

Episode one: Tuesday 18 May, 10:00 am
Episode two: Wednesday 19 May, 10:00 am

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On demand webinarBusiness Property ReliefCPD activity
Available now on demand

Octopus Live Online: The Estate Planning Show (episode 1)

This episode covers the IHT landscape and the opportunity it presents for advisers. We look at matching solutions to clients, and how you can identify clients who are likely to benefit from an estate planning conversation.

Duration: 1hour 13mins
On demand webinarBusiness Property ReliefVenture Capital TrustsCPD activity
Available now on demand

Planning opportunities for clients who own a business

Our in-house experts discuss ideas that can maximise the planning you do for business owners. And you'll hear from advisers on the planning they’ve put in place for business owning clients.

Duration: 54mins
On demand webinarCPD activity
Available now on demand

Helping clients overcome investment fears

In this episode we were joined by behavioural finance expert Greg Davies for practical tips on helping clients overcome the fear of investing during times of uncertainty.

Duration: 1hour
On demand webinarBusiness Property ReliefCPD activity
Available now on demand

Advising older clients during the pandemic

We speak to guest expert Tish Hanifan, founder and joint chair of the Society of Later Life Advisers (SOLLA), about advising vulnerable clients remotely.

Duration: 49mins