The Estate Planning Show

  • The unmet need for inheritance tax planning created by the pandemic, and how you can motivate clients to act.
  • An overview of key estate planning strategies for clients.
  • Our in-house tax expert gives an update on inheritance tax legislation and what it means for estate planning.

  • Overcoming the two biggest concerns clients can have when planning for inheritance tax.
  • Important planning opportunities, including clients who have sold a business, ISA planning, and many more.
  • Mark Greenwood, Director of Compliance Services at SimplyBiz, gives his best tips on how to approach writing Business Property Relief cases.

One of the things we’ll be talking to you about is how Business Property Relief could be a useful estate planning tool for some clients. When it comes to BPR-qualifying investments, you should remember that the value of an investment, and any income from it, can fall as well as rise. Tax treatment depends on individuals’ circumstances and could change the in the future. Tax relief depends on portfolio companies maintaining their qualifying status.

CPD-qualifying

Our full two-part series, The Estate Planning Show, is packed with practical content that qualifies as 3 hours of CPD.

Expert advice

Our events are presented by industry experts. We champion process over products, focusing on the scenarios advisers face everyday.

Charlotte  Fairhurst

Charlotte Fairhurst

Strategic Partnerships Manager
For the last four years, Charlotte has spearheaded Octopus’ professional connections initiatives, working closely with professional bodies such as ICAEW, STEP and The Law Society. She is also responsible for a number of Octopus’ key strategic partnerships with Financial Advisor Networks, Nationals and Service Providers. Charlotte holds a First-Class Honours degree from Leeds University and is currently studying for the Certificate in ESG Investing.
Nick Bird

Nick Bird

Executive Business Development Manager
Nick has been at Octopus for the last seven years of his two-decade long career in financial services. He works closely with advice firms to identify areas for growth.
Jessica Franks

Jessica Franks

Head of Retail Investment Products
Jessica heads up the team that manages tax-efficient investments, including venture capital trusts and investments that qualify for Business Property Relief from inheritance tax. She joined Octopus in 2014 and is a qualified tax adviser.