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Estate planning for clients with a power of attorney in place

by | Aug 21, 2020

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For professional advisers and paraplanners only

Meet Barbara and Malcolm. They’ve lost capacity and their attorney would like to honour their wish to plan for inheritance tax.

Our products put investor capital at risk.

 
 

Tax treatment is subject to circumstances, current legislation and maintaining qualifying status.

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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. We record telephone calls. Issued August 2020. CAM009995

 
 

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