Helping you plan for when a client passes away
The Octopus Intergenerational Planning team can support you before and after a client dies, and help strengthen your intergenerational strategy.
How can we help
The Octopus Intergenerational Planning team can support you in a number of ways.
Point of contact
We’ll work with you, beneficiaries, and executors to keep everyone updated throughout the probate process.
Smoother probate
We make sure relief from inheritance tax is claimed when a client dies holding one of our investments.
Advice opportunities
We can provide you with the tools to help you advise the clients beneficiaries.
Wealth transfer strategy
Long before a client passes away, we can help you develop a strategy to retain assets and protect the value of your business.
Meet the Intergenerational Planning team
Jasmine Christy
Intergenerational Planning Manager
Barnaby Osborne
Intergenerational Planning executive
Rufus Hall
Intergenerational Planning Associate
Why it matters
Getting intergenerational planning right is key to protecting the value of your business. Estate planning is a natural opportunity to deliver great outcomes for clients and unlock the chance to work with the next generation.
Retention
Protect assets under advice when wealth transfers to beneficiaries.
Acquisition
Take on members of the wider family as new clients.
Duty of care
Prepare your client’s beneficiaries for their inheritance and ensure probate runs smoothly.
Increased valuation
Firms that retain assets while taking on younger clients should increase the value of their business.
Helpful documents for intergenerational planning
Guide to being an executor
Use this with your client’s beneficiaries to explain their role as an executor. It runs through the probate process and what they’ll need to do.
“What I own and where I keep it”
An editable PDF your client can use to keep a record of their assets and estate planning. Fill it in with your client and use this as an opportunity to involve the wider family.