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This website is intended for retail clients.
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You've signed up to watch:
Date:
Tuesday, 21st September 2021, 11:00amWatch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.
Tax-efficient returns and the new advice landscape
Watch this webinar for your quarterly update on the Octopus AIM Inheritance Tax Service and hear our lead fund manager’s thoughts on the AIM market.
Tune 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 hear from leading experts on Consumer Duty and find out how you can help your clients achieve their objectives.
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.
With frozen tax allowances, rising asset values, and growing interest from clients in venture investments, tax-efficient investments are more relevant than ever.
The question is, what opportunities exist for you to add value for your clients?
We’ll take you through some potential scenarios – everything from a client surrendering an investment bond, to high-earning clients, to clients selling a business, to a client with a buy-to-let portfolio. Tax-efficient options such as a VCT, EIS and BPR-qualifying investments can help in these scenarios.
And we'll help you take your next step to writing this business.
This webinar qualifies for 1.5 hours CPD
“Superb. It gave me gems of info that I can use immediately.”
“Just what advisers need. Real life scenarios, plus the overall background.”
“It has motivated me to take a fresh look at my clients.”