Webinar: Maximising the tax planning opportunities in your client bank

Date: 5 November at 10am

Duration: 60 minutes

Join us for this tax planning special that looks at opportunities in your client bank where you can add value. In-house experts will discuss a range of planning ideas and you’ll also hear from advisers on where they are seeing opportunities in their client banks.

Here’s some of what will be covered:

  • Making the most of tax reliefs available for high earning clients.
  • Tax planning ideas for clients impacted by legislation changes.
  • Deferring a one-off gain as part of wider planning strategies.
  • How to move estate planning conversations forward.
  • Octopus products place capital at risk. Investors may not get back the full amount they invest. 
  • Tax treatment depends on individual circumstances and tax rules may change in the future.
  • Tax relief depends on portfolio companies and VCTs maintaining their qualifying status.