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Webinars

Get to know the Octopus Inheritance Tax Service

It’s common that clients want to keep wealth in their own name during their lifetime. But they also want to leave as much to loved ones as possible.

Join us at 11am on 31 January 2022 to learn how this BPR-qualifying investment can help with situations like this.

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Upcoming webinars

Available on demand

On demand webinarTax-efficient investmentsCPD activity

The Tax Planning Show

Watch this webinar as we take you through some potential scenarios – everything from a client surrendering an investment bond, to a client with a buy-to-let portfolio.

Duration: 1hour 21mins
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On demand webinarBusiness Property ReliefCPD activity

Estate Planning Show part 1

This on demand webinar covers an overview of the key estate planning strategies, why more clients need your help and an update on inheritance tax legislation.

Duration: 1hour 21mins
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On demand webinarBusiness Property ReliefCPD activity

Estate Planning Show part 2

This on demand webinar covers clients who could benefit from Business Property Relief, as well as top tips from a compliance expert on how to write cases.

Duration: 1hour 30mins
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On demand webinarBusiness Property ReliefVenture Capital TrustsCPD activity

Planning opportunities for clients who own a business

Our in-house experts discuss ideas that can maximise the planning you do for business owners. And you'll hear from advisers on the planning they’ve put in place for business owning clients.

Duration: 54mins
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On demand webinarEnterprise Investment Scheme

Octopus Ventures EIS Service overview

Watch our webinar to find out more about EIS and the Octopus Ventures EIS Service. For professional advisers and paraplanners only. Not to be relied upon by retail investors.

Duration: 58mins
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On demand webinarBusiness Property ReliefCPD activity

The ISA Trap and IHT Planning

It’s common for clients to build up significant ISA investments. But few realise their ISA pot could be subject to inheritance tax. Tune in to learn more about the advice opportunity.

Duration: 1hour 21mins
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CPD webinars

On demand webinarBusiness Property 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
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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
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