Estate planning series: Talking across generations

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

With the tax changes announced at the recent budget, more families are finding themselves within the scope of inheritance tax - often without realising it. This two-part webinar series aims to help advisers support clients earlier, navigate planning complexities and deliver better long-term outcomes across generations.

• Session one focuses on the practical realities of advising in today’s economic environment, including how estate planning fundamentals, pensions, and Business Relief work together.
• Session two shows advisers how to confidently lead family conversations that strengthen relationships and protect outcomes.

As the home of estate planning, Octopus offers a connected set of tools and solutions that support advisers and their clients from early preparation to final documentation and family transition. This includes estate planning tools, inheritance tax planning solutions, educational guidance and access to administrative and legal services like will writing and probate support through Octopus Legacy.

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

• These investments are high risk. 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.
• The shares of unquoted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
• We invest in companies that we believe qualify for relief from inheritance tax. Tax relief will depend on the portfolio companies maintaining qualifying status. Tax rules could change in the future and tax treatment depends on individual circumstances.

Meet the speakers

Olly Jacobs

Key Partnerships Manager

Jasmine Christy

Head of Intergenerational Planning at Octopus Investments

Other webinars in this series

Upcoming webinarBusiness Relief

12 February 2026 10:00am

Estate planning series: modern estate planning

With the tax changes announced at the recent budget, more families are finding themselves within the scope of inheritance tax - often without realising it. This two-part webinar series aims to help advisers support clients earlier, navigate planning complexities and deliver better long-term outcomes across generations.

Duration: 1hour

Register now