The Octopus Online Show: Episode 5

Maximising the tax planning opportunities in your client bank

Overview

Date Thursday, 5th November 2020, 10:00am Duration 45 minutes

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In this tax planning special, we look at opportunities in your client bank where you can add significant value.  

It might be that you have clients who’ve been impacted by legislation, for example that restricts their pension contributions.  

Or it might be that there are client conversations you should revisit. Perhaps you have a strong candidate for estate planning, but concern over losing control of their wealth stalled progress. 

It could even be that a client’s objectives have changed. If you need to restructure a client’s portfolio, could they need to deal with a one-off gain?  

You’ll also hear from advisers on where they are seeing opportunities in their client banks, and how they have embedded tax planning in their process.  

Register to watch by filling in your details opposite and hitting confirm.  

Key risks to keep in mind

  • The value of an 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 smaller companies and VCTs maintaining their qualifying status. 

Our presenters

Nick Bird

Nick Bird

Executive Business Development Manager
Nick has been at Octopus for the last seven years of his two-decade long career in financial services. He works closely with advice firms to identify areas for growth.
Steve Skelding

Steve Skelding

Head of Strategic Partnerships
Head of Strategic Partnerships at Octopus Investments, where he has worked for 7 years as part of a career of over 30 years in financial services. He works closely with some of our larger distribution partners to identify exciting new opportunities.

More episodes in this series