Intergenerational Planning toolkit for advisers
Support and nuture your clients at every stage with these resources.
Start the conversation
What I own and where I keep it
Work with your clients to create a record of their assets and any gifts they’ve made. You can contact your Business Development Manager to co-brand this PDF with your firm’s logo.
Guide to being an executor
Help facilitate conversations with your client’s beneficiaries.
Guide to untangling inheritance tax
Simplify inheritance tax for your clients.
Tools to help faciliate your client conversations
Inheritance tax explained
Our video will help your client understand inheritance tax in five minutes.
Business Relief explained
Use this video to help your clients understand Business Relief (BR) in five minutes.
Octopus Legacy – Part of the Octopus Group
Octopus Legacy offers specialist esate planning and bereavment support. Through our partnership, eligible clients investing in the Octopus Inheritance Tax Service can acess exclusive lifetime estate planning packages at preferentional rates. For full details, visist the Octopus Legacy page or speak to your BDM.
Ready to start the conversation?
Whether you’re looking for guidance on a specific case or want to build a long-term intergenerational strategy, we’re here to help. Book a meeting with our team or explore our resources to get started.