New estate planning webinars from Octopus

Adding value to clients’ financial plans isn’t easy.

It requires successfully navigating the rises and falls of the economy, the twists and turns of evolving regulation, and changes in your client’s circumstances.

You’d be forgiven for thinking that opportunities to add significant value are shrinking.

But this new webinar series from Octopus will equip you to make the most of one of the biggest opportunities there is: inheritance tax planning.

Three webinars, starting each Thursday from 11 July 2024, will help you grow your estate planning business.

Full details and to register >>  

What the series covers

Please remember:

The value of a BR-qualifying 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 portfolio companies maintaining their qualifying status.
 
BR-qualifying investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. This communication does not constitute advice on investments, legal matters, taxation or any other matters.