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Webinars

Octopus Live: Tax planning in today’s economy

The must-see show covering client planning opportunities on 19th September at 2pm.

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Upcoming webinars

Upcoming webinarEnterprise Investment SchemeTax-efficient investmentsVenture Capital Trusts
28 September 2022 10:00am

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: 47mins
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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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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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