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Spot client planning opportunities in this tax planning webinar from Octopus Investments

Say a client wants to get out of the buy-to-let game. They would like to sell their rental property and use the proceeds elsewhere. But doing so will incur a large capital gain. What’s more, the client would still like to target an income from their capital. What do you recommend?

Another client has a high income tax liability and would like to diversify their investments, as they are already heavily exposed to listed equities. What options does the client have?

Over the past few years, most of your clients have seen the value of their family home skyrocket. For some, that rise in value has further exposed their estate to inheritance tax. What should the client do?

To understand how you could support your clients, don’t miss this upcoming webinar from Octopus Investments.

Webinar: Tax planning in today’s economy 

Join Octopus Investments for this CPD-qualifying webinar on 19 September at 2pm covering:

  • How clients can target inflation-beating growth and diversify away from listed markets.
  • How your clients can gain access to private market investments, and how this could support your clients’ tax planning.
  • Get inspired with planning scenarios, including clients who need to plan for high income tax and capital gains tax liabilities, landlords looking to sell up, clients who need to revisit estate planning, and much more.

We’ll also be joined by a fund manager from one of Europe’s largest venture capital teams, and Dr Brian Moretta, Head of Tax Enhanced Research at Hardman & Co.

Full details and registration >>

Remember, our investments put capital at risk. Investors may not get back the full amount they invest.

 

Client planning ideas

Octopus Investments has an extensive collection of client planning scenarios to help you spot opportunities to add value.

They range from tax planning strategies to help high earners, to ISA planning and planning for inheritance tax while retaining access to capital.

Tax treatment depends on individual circumstances and tax rules could change in the future. Tax relief depends on the portfolio companies maintaining their qualifying status.

Visit octopusinvestments.com/client-planning/

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