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)
Doors open at 9:15 am
First session at 10 am
Networking drinks at 4:30 pm
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
Meet your hosts
Simon Rogerson,
CEO and Founder of Octopus Investments
Kristy Barr,
Co-Head of Retail at Octopus Investments
Engage with some of the financial industry’s top minds…
Jessica Tivey
Founder and Chartered Financial Planner, Ivy Sterling
Greg Davies
Behavioural Finance Expert & Pioneer in Applied Decision Science, Oxford Risk
Sarah Adams
Director of Policy, The British Private Equity & Venture Capital Association (BVCA)
Sean Osborne
Director of Retail Distribution, Just Group
Claire Trott
Director, Technical Connections
Helena Wardle
Founder & CEO, Money Means
Ruth Handcock OBE
CEO, Octopus Money
David Ferguson
CEO, Seccl
Chris Carr
Head of Commercial, Octopus Legacy
Toyin Oyeneyin
Tax Product Specialist, Octopus Investments
Jasmine Christy
Head of Intergenerational Planning at Octopus Investments
Richard Court
Head of VCTs and EIS, Octopus Ventures
Tim Dickens
Head of Investment Specialists, Octopus Ventures
Richard Power
Head of Octopus Quoted Companies Team, Octopus Investments
Nick Maidment
Head of Retail Sales, Octopus Investments
Bear in mind that tax efficient investments will place invested capital at risk and investors could end up getting back less than they invest.
FAQs
Ahead of the event
How can I get to the venue?
The closest stations to the Barbican Centre, Silk Street are:
- Barbican: 4 min walk; Hammersmith & City, Metropolitan, Circle lines
- Moorgate: 7 min walk; Hammersmith & City, Metropolitan, Circle, Northern lines, Elizabeth Line (use the Moorgate exit for Liverpool St stop)
- Farringdon: 8 min walk; Elizabeth line
- St Paul’s: 11 min walk; Central line
Will there be parking availability?
Yes, parking is available on the day and can be easily accessed via Silk Street. For more information, please visit their website.
Which entrance should I use at the Barbican?
Please use the entrance on Silk Street.
Are there hotels available for accomodation?
Enjoy a 20% discount at Citadines Barbican London using the code OCTOPUS.*
*T&Cs: Bookings can be made until 1 September 2025 for stays between 22 – 24 September 2025. A 20% discount is being applied from the hotel’s best available rate. Full pre-payment is required at the time of booking, and once booked all reservations will be non-refundable.
What is the dress code?
The dress code for the event is smart casual.
Registration, sessions and cancellation
I’m struggling to register for Octopus Live in the Capital. What should I do?
Please email [email protected], one of our team members will be able to help you.
How do I cancel my registration?
To cancel your registration, please email our support team at [email protected].
During the event
What time does the conference start and end?
- The doors open at 9:15 am
- The first session begins at 10 am
- Sessions end at 4:30 pm, followed by networking drinks
Do I need to bring anything to the event?
Please bring your registration confirmation email with the QR code.
Will there be a cloakroom available?
Yes, there is a cloakroom located on the lower ground floor, we accept suitcases and other belongings.
What if I have accessibility needs or dietary requirements?
We are committed to accommodating all accessibility needs and dietary requirements. Please contact [email protected] in advance so we can make the necessary arrangements.
Will there be food at the event?
Yes, food and beverages will be provided throughout the event.
CPD credits
How many credits will I earn at Octopus Live?
5h CPD credits.
How will I receive my CPD certificate?
You will receive an email from Octopus Investments after the conference, including your CPD certificate.
What if I don’t receive the email?
Please send an email to our support team at [email protected].
If you have any other questions or need further assistance, feel free to reach out to our support team at [email protected].
Contact our team
Get in touch
If you have a question about the conference
email us at [email protected]