Breakfast & Budget Webinar

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

Join Erin Platts, CEO of Octopus Investments and our in-house team of experts as they share key insights and practical strategies to help you support your clients with confidence.

Don’t miss out! The first 800 advisers who register before 24 November 2025 will receive an eGift coffee voucher to enjoy on us. Your eGift will be emailed before the event. Full terms and conditions apply.

What we’ll cover:

• 2025 Budget unpacked & 2024 Autumn Budget reminders 
• What does this mean for estate planning? – why now is the time to start the conversation
• Practical strategies for early planning and how to take advantage of the current landscape
• Q&A with our expert panel

By registering, your personal data will be processed by Octopus Investments (OI) in accordance with our Privacy Notice. You can opt-out from marketing communications at any time by emailing [email protected].

Some key risks to keep in mind:

• The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
• Tax treatment depends on individual circumstances and could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.