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This website is intended for retail clients.
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The must-see show covering client planning opportunities.
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Date:
Wednesday, 28th September 2022, 10:00amWatch this webinar to hear from leading experts on Consumer Duty and find out how you can help your clients achieve their objectives.
This webinar will talk through our Knowledge Intensive EIS Fund – managed by the same team as Octopus Titan VCT, and an extension of our evergreen Octopus Ventures EIS Service.
Watch this webinar to take a closer look at the Service, how it works, and how it could help your clients.
As Octopus Titan VCT has announced its intention to fundraise, watch this webinar to hear from one of the investment managers of the VCT.
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 to hear from the investment manager of Octopus Future Generations VCT.
With Octopus Titan VCT open for new investment, watch this webinar to hear from one of the investment managers of the VCT.
A lot has changed over the past two years. From rising inflation, house prices and tax receipts, to falling and volatile listed markets, clients have been impacted in a number of ways.
But these changes have given rise to new planning opportunities, including opportunities to harness the benefits of the private markets.
Watch this webinar to uncover how you could add significant value to clients.
This webinar qualifies for 1 hour’s CPD
Our investments place investors’ capital at risk
“Just what advisers need. Real life scenarios, plus the overall background”
“Straightforward examples to apply to my client bank.”
“Helped me lock in some planning ideas.”
“Reminded me of planning scenarios I should be using more.”