The Octopus Online Show Episode 4: Planning opportunities for clients who own a busin...
The Octopus Online Show: Episode 4
Planning opportunities for clients who own a business
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The Octopus Online Show Episode 4: Planning opportunities for clients who own a business
Date:Thursday, 1st October 2020, 10:00am
Imagine your client sells their business, but now the proceeds are liable for inheritance tax. Or, perhaps your client is looking to extract money from their business as tax-efficiently as possible.
This episode of The Octopus Online Show focuses on clients who are business owners.
What to expect:
- Hear from advisers on the planning they’ve put in place for business owning clients.
- Our in-house experts discuss ideas that can maximise the planning you do for business owners.
- We bring in an accountant to explore the opportunity for advisers to collaborate with accountants.
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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.
Area Sales Manager
Chloe has over 6 years experience working at Octopus, helping financial advisers across the UK. Chloe started with Octopus as a business development manager, but over the last 6 years has worked in an inheritance tax expert role, helped advisers grow their professional connections network, and has spent a month working abroad in Malawi for Chance for Change (through one of our partners The International Exchange).
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In this episode, we’ll be interviewing the CEOs of some companies starting out their growth journeys. We will also feature members of Octopus Ventures.
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In this tax planning special, we focus on the types of client who could benefit from tax-efficient investments. We’ll be examining different types of clients that could benefit from making these kinds of investment, and how you can develop tax planning strategies to meet client objectives. We’ll also be speaking to advisers about the role tax-efficient investments play in their business.
Upcoming webinarInheritance tax solutions3 December 2020
To conclude Series 1 of The Octopus Online Show, we’re focusing on inheritance tax planning. Tune in to get useful tools and tips, fresh planning ideas, and specialist know-how.