For professional advisers and paraplanners only. Not to be relied upon by retail investors.
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With inheritance tax receipts rising, and recent Autumn Budget changes in inheritance tax rules it can seem challenging to navigate the complexities of estate planning.
What happens if a client puts assets into trust but dies unexpectedly before the seven-year inheritance tax rule?
How do you calculate the transferable RNRB for a deceased spouse who used some of their RNRB?
What happens to Business Relief-qualifying assets on death?
To support you, Octopus Investments has created a comprehensive suite of new technical whitepapers to get into the nitty-gritty of all things estate planning. These are designed to take you through everything you need to know.
There’s also a range of useful guides, planning scenarios, webinars, calculators and insights for each topic.
The Knowledge Base: a deep dive in estate planning, covers all the essentials, from key considerations for inheritance tax, trusts, gifting, Business Relief, power of attorney and more.
Visit The Knowledge Base >>
Have a specific question?
If you have a technical question on estate and inheritance tax planning, the new free helpdesk for advisers from Octopus Investments can support you. Just submit your question or book a meeting with one of their experts.
Ask Octopus >>
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. CAM014643.
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