Thousands of advisers watch the monthly online show. Each episode explores a different advice topic, bringing together in-house specialists and guest experts.
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.
Imagine your client sells their business, but now the proceeds are liable for inheritance tax. Or, perhaps your client is looking to extract money from their business as tax-efficiently as possible. This episode of The Octopus Online Show focuses on clients who are business owners.
In this tax planning special, we focus on the types of client who could benefit from tax-efficient investments. We’ll be examining different types of clients that could benefit from making these kinds of investment, and how you can develop tax planning strategies to meet client objectives. We’ll also be speaking to advisers about the role tax-efficient investments play in their business.
To conclude Series 1 of The Octopus Online Show, we’re focusing on inheritance tax planning. Tune in to get useful tools and tips, fresh planning ideas, and specialist know-how.
Join Richard Power, Head of the Quoted Smaller Companies team and Chris McVey, Senior Fund Manager as they give an update on their funds and answer your questions live