Join an Octopus workshop today
Find out how tax-efficient investing could benefit your clients at an Octopus tax-planning workshop including:
- How investing in Venture Capital Trusts (VCTs) supports some of Britain’s brightest start-up businesses and can help your clients reduce their tax liabilities.
- How investing in companies that qualify for Business Property Relief could help your clients’ estate planning by reducing their inheritance tax liabilities.
- Case studies that could help you decide which investment opportunities may be suitable to recommend to your clients.
- A demonstration of a new app that can generate tax-planning illustrations based on your clients’ investment objectives.
- Details of tax-efficient investments, including Octopus Titan VCT and the Octopus AIM Inheritance Tax Service ISA.
The ‘roundtable’ format gives you an opportunity to ask questions and share your client stories. There’ll be refreshments and each workshop is eligible for two hours of structured Continuing Professional Development (CPD).
Places at these workshops are limited, so please book now. You’re welcome to bring colleagues or professional connections too. Use this link to find your nearest venue:
Here to help
If you have any questions, please contact your local business development manager or call 0800 316 2067. If you don’t know who your BDM contact is, the Octopus Sales Support team would be happy to help.
Octopus look forward to seeing you there.