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Recommend Business Relief with confidence. Tune in for expert tips on soft skills, compliance, suitability and more.
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Date:
Thursday, 16th February 2023, 10:00amWatch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.
Watch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.
Watch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.
Get to know the Octopus Inheritance Tax Service
Get to know the Octopus Inheritance Tax Service. What does it invest in? How might it help your clients? How can we support you? Watch to find out.
It’s common for clients to build up significant ISA investments. But few realise their ISA pot could be subject to inheritance tax. Tune in to learn more about the advice opportunity.
Watch this quarterly webinar, where Robert Skinner, Head of the Octopus Inheritance Tax Service, provides an update on the Service.
Watch this event to identify estate planning opportunities for your clients and understand how you can turn these into business.
This on demand webinar covers clients who could benefit from Business Property Relief, as well as top tips from a compliance expert on how to write cases.
For professional advisers and paraplanners only. Not to be relied upon by retail investors.
It might not be every day that you recommend a Business Relief (BR) qualifying investment to a client. But inheritance tax is a growing issue for families across the UK, and BR-qualifying investments are an important tool in your estate planning toolkit.
So it’s important to be confident writing BR cases. And this webinar will help you recommend your next case smoothly and confidently.
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