The advice opportunity of a generation

An estimated £5.5 trillion* will pass between generations over the next 30 years. Every financial adviser in the country should have a plan for this.

Octopus want to share with you best practice from advisers around the country.

So you’re invited to Octopus Live 2019, which will be all about intergenerational planning.

Specifically, the value of engaging with clients’ family members – both up and down the generations – and how you can make this work for your firm.

You’ll learn:

• Practical tips for involving family members in estate planning – looking both up and down the generations.
• Common challenges advisers face during probate – and how to overcome them.
• What generational expert Dr Eliza Filby says about tailoring your approach to different generations.
• Best practice from advisers around the country about intergenerational planning.
• And much more.

As well as hearing from Octopus experts, you’ll be able to chat with other advisers and swap ideas. And you’ll get 1.5 hours’ CPD.

Places are limited, so register now via the button below.