Octopus Live in the Capital 2025
The Great Advice Shift: Evolving tax planning across generations
Tuesday, 23 September | The Barbican Centre
Join us on Tuesday, 23 September for Octopus Live in the Capital 2025, where industry-leading experts and the financial advice & planning community will come together for one day in London.
Together, we’ll explore how to navigate the evolving tax landscape and leverage tax-efficient strategies to equip you with the tools to build a resilient and adaptable advice business and help support your clients through the evolving tax landscape.
Introducing, The Great Advice Shift: Evolving tax planning across generations.
Tuesday, 23 September 2025
The Barbican Centre, London
(Silk St, City of London, London EC2Y 8DS)
Discover new financial advice horizons
Together, we’ll explore how to navigate the evolving tax landscape and identify opportunities to evaluate a broader range of clients across generations who may now be considering tax-efficient strategies. You can expect a varied day with insightful keynotes, opportunities to network, and focused workshops to choose from. By attending you’ll be able to claim up to five CPD hours.
Guest Speakers
Varied Workshops
Networking opportunities
CPD qualifying
Key themes
*Full agenda coming soon*
The big pension pivot: impacts of tax changes and how to broaden your client offering
Powering private markets in 2025 and beyond
Why starting the intergenerational planning conversation earlier is more important than ever
Behavioural psychology in the advice process
Rethinking the order of your estate planning
Identifying high-value opportunities in your client bank
Bear in mind that tax efficient investments will place invested capital at risk and investors could end up getting back less than they invest.
Contact our team
Get in touch
If you have a question about the conference
email us at [email protected]