The Octopus Online Show: Episode 6

Inheritance tax planning in 2021 and beyond


Date Thursday, 3rd December 2020, 10:00am Duration 45 minutes

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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.

Here are a few topics we’ll cover:

  • The inheritance tax landscape.
  • Available allowances, including the residence nil-rate band.
  • Estate planning options available to clients.
  • Using trusts with investments that qualify for Business Property Relief.

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Our investment products put capital at risk. Investors may not get back the full amount they invest. Tax treatment depends on individual circumstances and could change in the future. Tax reliefs depend on portfolio companies 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