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Growing through estate planning
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Growing through estate planning

As the inheritance tax net widens, there’s a huge need for advice and an opportunity to grow your business by helping affected families.

Overview

Date Available now on demand Duration 1 hour

Register to attend

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

This on demand webinar was recorded on 26 July 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.

Large, accumulated wealth is passing to the next generation. Without timely planning many families will face large inheritance tax bills they never saw coming.

Driving the crisis is the combination of assets inflation and ever-frozen inheritance tax allowances.  Last year, £5.9 billion was paid in inheritance tax, and in two years’ time the figure will be closer  to £7.3 billion1. This widening of the net will touch your business and clients.

Tune in to understand how to help your client and grow your business with estate planning.

In this webinar:

  • The inheritance tax landscape and why it deserves attention.
  • Guest expert, Dave Seagar of SIFA, on how to build and maintain professional connections.
  • How to approach estate planning under Consumer Duty.
  • A panel of financial advisers discuss how they approach estate planning.
  • Practical tips and client planning scenarios to help your estate planning business.
  • How we can support you.

Key risks:

  • 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.
  • The shares of unquoted and AIM-listed 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.

Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880

1 HMRC tax receipts and National Insurance contributions for the UK (monthly bulletin), HMRC, February 2023.