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How we support advisers when a client passes away

The Octopus Estates and Probate team is here to support advisers when a client has died holding one of our investments.

We can answer queries about your client’s investment and the process of claiming Business Property Relief (BPR). We can also support you if you want to advise any of your client’s beneficiaries on what to do with the shares they inherit.

Call our dedicated Estates and Probate team

We’ve supported advisers in thousands of cases where their client has passed away. To find out how we could help you, give us a call on 0800 294 6826 or send us an email.

Download our guide to advising executors and beneficiaries

BPR-Adviser-Guide

Watch our five tips for smoother estate planning


 

Advising your client’s beneficiaries

Probate tends to run more smoothly if beneficiaries already know the adviser. Beneficiaries who know an adviser are also more likely to become new clients.

Go to our estate planning hub for practical tips and information on advising the next generation.


 

Key risks of BPR-qualifying investments

 

  • 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.
  • The value of tax relief will depend on an investor’s personal circumstances and tax rules could change in the future.
  • Tax relief also depends on the portfolio companies maintaining their BPR-qualifying status.