Octopus Live 2025
Post-event resources
The Great Advice Shift: Evolving tax planning across generations
Explore the content that shaped the conversations: from shifting legislation and the growing opportunity in estate planning, to the tech transformation redefining financial advice.
Plus, we’ve distilled the most valuable takeaways from the day into this bite-sized report, designed for quick reading and easy sharing with colleagues.
The day in numbers
370
Financial advisers attended
20
Expert speakers
5
CPD qualifying hours attained
132
Scalextric battles
1
Epic takeover of the Barbican in London
Hightlights of the day
Relive the highlights from Octopus Live 2025.
Workshop sessions
Access the content from the workshops.
From VCT rookie to rockstar – writing your first case with confidence
Learning objectives:
- Discover how clients can access venture capital through VCTs.
- Explore why VCTs present a growth opportunity for both your business and your clients.
- Learn how to identify opportunities within your client bank.
- Find tools to help you write your first VCT case.
Identifying estate planning opportunities in your client bank
Learning objectives:
- Gain the tools you need to grow your advice business using different tax planning angles.
- Identify who in your client bank could benefit from Business Relief investments.
- Build a deeper understanding on specific angles ranging from business owners as clients, drawing tax-free cash from pensions, utilising replacement relief.
What every adviser needs to stay relevant and retain client assets
- Uncover tools and resources to support you.
- Understand why getting intergenerational planning right is key to protecting (and growing!) the value of your business.
- Develop techniques to approach your clients’ beneficiaries long before they pass away.
Ask Octopus – the estate planning helpdesk
Tax planning can be complicated, but it doesn’t have to be. Our team of experts are on hand to help keep things simple.