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Date:
Thursday, 12th May 2022, 11:00amWatch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Octopus Inheritance Tax Service.
Quarterly update on the Octopus AIM Inheritance Tax Service and hear our lead fund manager’s thoughts on the AIM market.
Watch this webinar to hear from leading experts on Consumer Duty and find out how you can help your clients achieve their objectives.
Watch this webinar to take a closer look at the Service, how it works, and how it could help your clients.
A lot has changed over the past two years. From rising inflation, to falling and volatile listed markets, clients have been impacted in a number of ways.
Watch this webinar to get confident with estate planning and make the most of this opportunity.
Watch this webinar as we take you through some potential scenarios – everything from a client surrendering an investment bond, to a client with a buy-to-let portfolio.
We’re in the beginning stages of a £5.5 trillion wealth transfer¹. An unprecedented amount of amassed wealth will pass to surviving female spouses and younger generations.
How confident are you that you’ll retain assets when your client dies and their wealth rests in new hands?
This webinar qualifies for CPD.
Nick Bird – Executive Business Growth Manager, Octopus Investments
Ben Charrington – Head of Intergenerational Planning, Octopus Investments
Dr Eliza Filby – Generational Intelligence Specialist
Alan Marks - business valuation expert, Harrison Spence
Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England and Wales No. 03942880. Issued: April 2022. CAM011969
Kings Court Trust¹https://www.kctrust.co.uk/partner-blog/intergenerational-wealth-transfers-the-risk-and-opportunity-upon-the-death-of-your-client