Coming to a town near you...
Octopus realise it’s pretty boring to sit and watch someone go through slides for two hours. So at this summer’s Octopus Live seminars, they’ll be including plenty of interactive discussion and video, to help you get the most out of the event.
And it could turn out to be the most important event you go to this year.
Inheritance tax planning is one of the biggest growth areas in today’s advice market. Many clients who have an inheritance tax liability haven’t yet done any planning for it, so could benefit from speaking to you.
Click here to sign up for an event near you.
The event covers:
- Real-life estate planning problems and solutions.
- Talking to clients about estate planning, including tips from the Society of Later Life Advisers on what to be aware of when advising older clients.
- The main estate planning options available to your clients, including where Business Property Relief fits in.
- Assessing suitability.
- Writing the business.
You’ll receive two hours’ CPD.
Octopus are holding events in 25 different towns and cities this year, so you should find one not too far away.