Planning opportunities for clients who own a business

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:

• Our in-house experts discuss ideas that can maximise the planning you do for business owners.
• Hear practical ideas for engaging with accountants about business owner referrals.
• We bring in an accountant to explore the opportunity for advisers to collaborate with accountants.

Special guests:

• Richard Bertin, Tether founder and CEO
• John Gaskell, ICAEW’s Head of Personal Financial Planning

To watch, just enter your details on this page and hit confirm.

Our investment products put capital at risk. Investors may not get back the full amount they invest.

Our presenters

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.

Chloe Allan

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).

More episodes in this series