For professional advisers and paraplanners only. Not to be relied upon by retail clients.
Got a client who needs to do some estate planning? Then you should tune in to watch The Estate Planning Show:
Episode 1: 5 May (and again 12 May)
Episode 2: 6 May (and again 13 May).
All episodes live and online. Wherever you are, you can tune in, ask questions, and pick up some practical tips and information you can use to help your clients.
The Estate Planning Show is brought to you by Octopus, the UK’s leading provider of inheritance tax investments*. Across the two days, you’ll hear from four of its in-house experts on the types of scenario you’re likely to encounter and the options open to clients.
Please remember, 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 Efficient Review, April 2019
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: April 2020. CAM009516.