The Octopus Online Show: Episode 5

Identifying clients who could benefit from tax-efficient investments


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

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In this tax planning special, we focus on the types of client who could benefit from tax-efficient investments.

Not the mainstream investments clients will be familiar with – your pensions, and your ISAs. But investments that allow suitable clients to benefit from the additional reliefs available through BPR-qualifying, VCT and EIS 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.

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.
Chloe Allan

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