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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.

Learn how this BPR-qualifying investment can help with situations like this.

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Upcoming webinars

Upcoming webinarEnterprise Investment SchemeTax-efficient investmentsVenture Capital Trusts
19 September 2022 2:00pm

Octopus Live Online: Tax planning in today’s economy

A lot has changed over the past two years. From rising inflation, to falling and volatile listed markets, clients have been impacted in a number of ways.

Duration: 1hour 1min
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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 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 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 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 webinarVenture Capital Trusts

Octopus Apollo VCT fundraise – on-demand

Octopus Apollo VCT is now open for new investment with an overallotment facility of up to £32 million. Watch this webinar to hear from the fund manager of the VCT as well as the opportunity to ask the team any questions.

Duration: 45mins
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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
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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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