For professional advisers and paraplanners only. Not to be relied upon by retail clients.
New CPD from Octopus
Right now, it’s necessary for CPD to be of the virtual variety.
That’s why Octopus is creating on-demand, online resources that count toward your CPD hours.
Head to the resources section of the Octopus Investments website now to see what’s available.
It’s a great way to rack up those hours while learning new ways to solve client problems.
To kick things off, the ever-popular Octopus guide to inheritance tax is now CPD-accredited. Thousands of advisers have used this guide to walk clients through their estate planning options. Now you can familiarise yourself with what’s in it while logging some CPD at the same time.
We also have on-demand estate planning webinars, all of which are also CPD-accredited.
An introduction for advisers to inheritance tax planning
Get to grips with the basics of inheritance tax, different estate planning solutions, and the opportunity for financial advisers.
An introduction for advisers to Business Property Relief
What is BPR? What types of clients could benefit? What should I look for in a provider? If these questions resonate then this is the webinar for you.
Some key risks to keep in mind
- The value of an Octopus inheritance tax 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 could change in the future.
- Tax relief depends on portfolio companies maintaining their qualifying status.
We do not offer investment or tax advice. 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: May 2020. CAM009690.