Octopus Live in the Capital 2024
Estate planning under a new government
Thursday, 12 September 2024
Doors and breakfast at 9:15 am, start at 10 am
HERE at Outernet
21 Denmark St,
London, WC2H 8NA
An estate planning conference in the city
How does a new government impact the tax planning you recommend? How is the estate planning landscape changing? What opportunities exist to solve problems for your clients and grow your advice business?
On Thursday 12 September 2024, some of the industry’s brightest minds will assemble in the nation’s capital to help you build a robust estate planning business under a new government. By attending you’ll be able to claim up to five CPD hours.
Guest speakers
Leading experts in tax, compliance and estate planning.
Varied workshops
Sessions on client planning, opportunities for growth, Business Relief and more.
Network
Join your peers and connect with likeminded financial advisers from across the UK.
CPD qualifying
By attending you’ll be able to claim up to five CPD hours.
Bear in mind that tax efficient investments will place invested capital at risk and investors could end up getting back less than they invest.
What’s on the day
You can expect a varied day with insightful keynotes, opportunities to network, and focused workshops to choose from. Full agenda to follow.
Key highlights:
- Guest speaker on adapting to tax planning changes under a new government.
- Simon Rogerson, Co-Founder and CEO of Octopus Group discusses opportunities for financial advice businesses.
- Tax planning ideas to grow your advice business.
- Practical tips on estate planning, due diligence, and suitability in a changing landscape.
- Special guests from leading organisations to support you with everything from advising clients with a Power of Attorney to addressing the challenges of later-life and death planning.