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This website is intended for retail clients.
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Delivering value and good customer outcomes.
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Tuesday, 20th June 2023, 10:00amTune in to understand how to help your client and grow your business with estate planning.
Hear from Ed Fellows, Head of the Octopus Inheritance Tax Service, and Camilla Wilkes, Senior Business Line Manager, who look closely at the upcoming Rights Issue.
Watch this webinar to take a closer look at the Service, how it works, and how it could help your clients.
A lot has changed over the past two years. From rising inflation, to falling and volatile listed markets, clients have been impacted in a number of ways.
Watch this webinar to get confident with estate planning and make the most of this opportunity.
Hear from financial advisers on how they approach intergenerational planning, and pick up tips to improve retention in your business.
Watch this webinar as we take you through some potential scenarios – everything from a client surrendering an investment bond, to a client with a buy-to-let portfolio.
This on demand webinar was recorded on 20 June 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 All information will have been correct at the time, but some statistics and deadlines may now be out of date.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.
Consumer Duty is placing focus on delivering the best possible outcomes for clients.
Now more than ever, advisers must have robust processes and be able to evidence fair price and value, and how they are helping clients achieve their objectives.
So, what does this mean for tax-efficient investments? What should you be considering in light of Consumer Duty? And how can they help you in your pursuit to deliver good outcomes and fair value?