INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Octopus Online 2022

Estate planning with confidence.

Join us for this CPD-qualifying webinar.


Date Available now on demand Duration 1 hour 1 minute

Register to attend

Our popular estate planning seminars hit the road again this summer and were a huge success! We’ve had lots of demand for an online version for those of you who couldn’t attend, so here it is. If you missed out on a space at one of our live events, join us for this wrap up webinar including all the key highlights from the event, and leave feeling more confident in your approach to estate planning.

In this webinar, we cover:

  • How to identify clients who could benefit from a conversation about inheritance tax.
  • Brush up on inheritance tax rules and latest legislation.
  • Explore inheritance tax planning strategies and how the rising cost of living could impact the solutions you recommend.

Please bear in mind that our investments put investor capital at risk.