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Octopus Live in the Capital 2024

Estate planning under a new government

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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.

A voice from outside the industry

Sir Clive Woodward OBE

We’re delighted to be joined by Sir Clive Woodward. He’ll be sharing his insights, thoughts, and experiences on the topic of change and adaptation.

Sir Clive is a former rugby union player and coach. He was coach of the England team from 1997 to 2004, managing them to victory in the 2003 Rugby World Cup.

Learn from leading experts

Matthew Connell 

Director of Policy and Public Affairs for the Personal Finance Society (PFS)

Tish Hanifan

Founder and Joint Chairman of the Society of Later Life Advisers

Chris Carr

Head of Commercial at Octopus Legacy

Joshua Upil

Associate Director at Onyx Insurance Brokers

Chris Jones

Founder and Director at DDHub

Ewoud Karelse

Senior Analyst at Evelyn Partners

John Barnett

Partner at Burges Salmon, specialising in personal and business tax

Emma Heelis-Adams

Partner at Burges Salmon, specialising in personal tax and succession planning

Secure your place at Octopus Live in the Capital