Get to know the Octopus Inheritance Tax Service

It’s common that clients want to keep wealth in their own name during their lifetime. But they also want to leave as much to loved ones as possible.

Learn how this BPR-qualifying investment can help with situations like this.

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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