Webinars

It’s common for family-owned companies to build up a surplus of cash. While shares in an unquoted company can qualify for relief from inheritance tax, holding significant cash in a business can jeopardise that qualification. What options do corporate clients have?

Join us for this quarterly update on the Octopus AIM Inheritance Tax Service and to hear our lead fund manager’s thoughts on the AIM market.

Join us for this quarterly webinar, where Robert Skinner, Head of the Octopus Inheritance Tax Service, will provide an update on the Service and answer any questions.

To conclude series 1 of The Octopus Online Show, we’ve focused on inheritance tax planning. Watch this episode on demand now to get useful tips, fresh planning ideas and specialist know-how.

Watch this on demand tax planning show to hear from our in-house experts, three advisers and a compliance expert about planning opportunities.

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.

In this episode, we’ll be interviewing the CEOs of some companies starting out their growth journeys. We will also feature members of Octopus Ventures.

In this episode we were joined by behavioural finance expert Greg Davies for practical tips on helping clients overcome the fear of investing during times of uncertainty.

We speak to guest expert Tish Hanifan, founder and joint chair of the Society of Later Life Advisers (SOLLA), about advising vulnerable clients remotely.

Watch this on demand webinar to hear planning ideas for common client scenarios where a client could benefit from a Business Property Relief-qualifying investment.

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.

With Octopus Titan VCT open for new investment, watch this webinar to hear from one of the investment managers of the VCT.

With Octopus Apollo VCT open for new investment, watch this webinar to hear from one of the investment managers of the VCT.

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.

Business Development Managers Nick Bird and Steve Godfrey give an introduction to Business Property Relief (BPR) and discuss client planning ideas where BPR could be used. This session is CPD accredited.

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.

It’s common for family-owned companies to build up a surplus of cash. While shares in an unquoted company can qualify for relief from inheritance tax, holding significant cash in a business can jeopardise that qualification. What options do corporate clients have?