On demand webinarCPD activity
A deep dive into the Residence Nil Rate Band
Join Toyin Oyeneyin, our in-house tax product expert, as she hosts an in-depth session on the Residence Nil Rate Band.
Duration: 30mins
Events and webinars
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Upcoming events
Available to watch now
Duration: 30mins
On demand webinarBusiness Relief
Octopus Live on demand
Octopus Live in the Capital 2024 was a fantastic event that brought together financial advisers and leading figures from across the industry to drive the future of estate planning.
On demand webinar
Estate planning now and moving forward: How the Budget could impact what you recommend
The Autumn Budget has laid a clearer path for clients and their inheritance tax planning, ending any speculation. Join us for a webinar where we'll cover the changes and help you explore new client opportunities.
Duration: 1hour 7mins
On demand webinarTax-efficient investments
Octopus AIM Inheritance Tax Service: Post Budget Update
Watch this Quarterly AIM Inheritance Tax Service webinar exploring the AIM opportunities post Budget.
Duration: 1hour 1min
On demand webinarVenture Capital Trusts
Octopus Apollo VCT launch
With the Octopus Apollo VCT open for new investment, watch this webinar to hear from the investment team behind it.
Duration: 55mins
On demand webinarVenture Capital Trusts
Octopus AIM VCTs launch
With the Octopus AIM VCTs open for new investment, watch this webinar to hear from the investment team behind them.
Duration: 59mins
On demand webinarVenture Capital Trusts
Octopus Titan VCT – NAV update and Q&A
Hear from the Co-founder and CEO of Octopus Group, Simon Rogerson, and the Head of VCTs and EIS, Richard Court, as they discuss Octopus Titan VCT.
Duration: 59mins
On demand webinarBusiness Relief
Quarterly update on the Octopus Inheritance Tax Service
Watch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.
Duration: 44mins
On demand webinarTax-efficient investmentsCPD activity
Prioritising estate planning
Support your understanding of key estate planning strategies and help clients take action.
Duration: 36mins
On demand webinarTax-efficient investmentsCPD activity
Spotting opportunities in your client bank
Spot estate planning opportunities in this session covering client scenarios.
Duration: 30mins
On demand webinarQuoted fundsCPD activity
How to take the small cap bull by the horns
Hear from Simon Rogerson, co-founder of the Octopus Group and Richard Power, who has over 25 years’ experience of smaller company investing, on why signals are showing the time for UK smaller companies is now.
Duration: 53mins
On demand webinarQuoted fundsCPD activity
A ‘Nation of Innovation’ – Investing in UK ideas and creating a better tomorrow for Future Generations
Watch our webinar to gain insights from our fund manager on why investing in UK innovation can create long term value.
Duration: 1hour 2mins
On demand webinarTax-efficient investmentsCPD activity
Writing Business Relief cases with confidence
How to recommend the right Business Relief product for your client.
Duration: 31mins
On demand webinarQuoted fundsCPD activity
FP Octopus UK Multi Cap Income fund – 5 year anniversary
Hear from Chris McVey, lead fund manager of the FP Octopus UK Multi Cap Income Fund
Duration: 56mins
On demand webinarTax-efficient investmentsCPD activity
Tax year end webinar: Investment opportunities in the current economy
If you missed our national event series, join this wrap up webinar to help you spot opportunities at tax year end.
Duration: 1hour 3mins
On demand webinarBusiness ReliefTax-efficient investments
For Investors: Getting Estate Planning Right
Feel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.
Duration: 1hour 2mins
CPD webinars
On demand webinarBusiness ReliefCPD activity
Introduction to inheritance tax
Business Development Managers Nick Bird and Steve Godfrey give an introduction to inheritance tax, discussing a number of available estate planning solutions. This session is CPD accredited.
Duration: 54mins
On demand webinarVenture Capital TrustsCPD activity
Identifying clients who could benefit from a VCT
Business Development Managers Jim Cavey and Peter Marsland give an introduction to venture capital trusts (VCTs) and discuss client planning ideas where VCTs could be used. This session is CPD accredited.
Duration: 38mins
On demand webinarBusiness ReliefCPD activity
Identifying clients who could benefit from Business Relief
Watch this on demand webinar to hear planning ideas for common client scenarios where a client could benefit from a Business Relief-qualifying investment.
Duration: 37mins
An award-winning investment provider
Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, ten years running.
