Register for Octopus Investment’s post-Budget webinar
Tuesday, 3 November 2026 | 10 am | CPD-qualifying
When the Autumn Budget lands, advisers will need to quickly get to grips with what’s changed, what it means for clients and what comes next.
And with April 2027 getting ever closer, when most unused pension funds are due to fall into scope of inheritance tax under current legislation, there’s plenty to unpack.
Join Matt Johnson and Jasmine Christy from Octopus Investments, alongside guest speaker John Barnett from Burges Salmon. Together, the expert panel will bring perspectives from across tax, estate and intergenerational planning, getting into the finer detail of the tax planning landscape.
They’ll cover:
• Key announcements from the Autumn Budget, what’s changed and what hasn’t
• Tax and estate planning considerations on the horizon, including the challenges and planning opportunities that could lie ahead
• How tax-efficient investments can support a range of planning strategies
• Practical client planning scenarios to bring the discussion to life
Got a tax or estate planning question you’d like to put to experts?
Submit it when you register and the experts will do their best to cover it during the webinar.
Key risks to keep in mind:
• These are high-risk investments. Tax efficient investments are high-risk and the value of an 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 may change in the future.
• Tax relief depend on portfolio companies and VCTs maintaining their qualifying status.
• These investments are by their nature high risk, their share price may be volatile and they may be hard to sell.
These investments are not suitable for everyone. Any recommendations 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. Investors should read the product brochure before deciding to invest, this can be found at octopusinvestments.com. Octopus Investments Limited is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England and Wales No. 03942880. Issued October 2026. CAM016131.
