INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Spotting opportunities to write estate planning business


Date Available now on demand Duration 1 hour 11 minutes

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Rising asset values, frozen inheritance tax allowances, pent-up demand for advice – it’s no wonder more than half of the financial advisers expect demand for IHT planning to rise in the year ahead. ¹

What planning opportunities exist for your clients? What approach might be right for them? And how might Business Relief help?

Let us help you find your next IHT case and write the business.

 ¹Source: The Openwork Partnership, June 2021

  • Why estate planning is an important growth opportunity for advisers
  • How investments that qualify for Business Relief can help
  • A wide range of client planning scenarios, covering everything from clients who have a Power of Attorney in place, through to clients who have sold a business
  • How Octopus can support your conversations with clients
Nick Bird

Nick Bird

Head of Strategic Growth
Steve Skelding

Steve Skelding

Head of Key Partnerships
  • The value of a BR-qualifying 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 qualifying status.