|
As the planning landscape continues to shift — and advisers still face pockets of uncertainty — many are revisiting how Business Relief (BR) can help clients pass on more of their wealth. Whether you’re exploring BR for the first time or haven’t previously worked with Octopus for this type of planning, now is a great moment to take another look.
To provide clarity and help you build confidence quickly, Octopus are launching the Octopus Estate Planning Series — a new, two‑part webinar programme. These sessions will give you practical, real‑world guidance on how to introduce BR into client conversations and position it effectively within broader estate planning.
Session one — Estate planning in today’s economic environment
Date: 12th February 2026
A practical look at the realities of advising right now, including how estate planning fundamentals, pensions and Business Relief work together to address clients’ evolving needs.
Register Now
Session two — Leading confident, intergenerational conversations
Date: 18th February 2026
Tools and techniques to help you strengthen family relationships, guide meaningful discussions and protect outcomes across generations.
Register Now
Reintroducing OITSPlus
As part of the OITSPlus relaunch, Octopus are offering a 0% initial fee on OITSPlus until 30 April 2026 (eligibility criteria apply). OITSPlus brings together the efficiency of Business Relief with an added layer of reassurance: an insurance feature that can pay 40% of the initial investment to beneficiaries if an eligible death occurs within two years. It’s designed to support clients who value both effective planning and additional protection. Contact Octopus
|
