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The Autumn Budget is fast approaching. While the headlines will take time to settle, the key themes are already clear: high tax environment, frozen thresholds remain, pension reforms are progressing, and Business Relief rules have been reaffirmed.
Octopus Investments, are here to help you cut through the noise and move forward with confidence.
Join this live webinar: 1 hour CPD accredited
Monday 1st December at 10am
Hosted by CEO Erin Platts alongside our in-house team of experts
Register here
What we’ll cover:
- 2025 Budget unpacked & 2024 Autumn Budget reminders – what it means for you and your clients
- What does this mean for estate planning? – why now is the time to start the conversation
- Practical strategies for early planning and how to take advantage of the current landscape.
- Q&A with our expert panel
Register here
Key risks to keep in mind:
· Investments are high-risk. 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 tax rules could change in the future.
· Tax relief depends on portfolio companies maintaining their qualifying status.
· The shares of unquoted companies and VCTs could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
Octopus investments are not suitable for everyone. 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. Investors should read the product brochure before deciding to invest; this can be found at octopusinvestments.com. Personal opinions may change and should not be seen as advice or recommendation. Issued November 2025.CAM015411.
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