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Estate planning: the questions keeping advisers up at night
Overview
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For professional advisers and paraplanners only. Not to be relied upon by retail investors.
This on demand webinar aired on 24 July 2025. All information will have been correct at the time, but some statistics and deadlines may now be out of date.
From pensions and the order of estate planning, to trusts and gifting, to the biggest estate planning myths since the Autumn 2024 Budget, Nick Maidment, Head of Retail Sales, and Toyin Oyeneyin, Tax Product Specialist, addressed a wide range of questions.
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Meet your speakers:
Nick Maidment
Head of Retail Sales, Octopus Investments
Toyin Oyeneyin
Tax Product Specialist, Octopus Investments