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Upcoming event: Maximising the tax planning opportunities in your client bank

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For professional advisers and paraplanners only.

Tune in to the Octopus tax planning special on Thursday November 5 at 10am.

Hear from in-house experts and guest financial advisers on areas of significant opportunity in your client bank.

Here are some topics that will be covered:

  • Planning ideas for clients impacted by legislation.
  • Practical tips for revisiting planning that has been on hold.
  • How to make the most of the tax reliefs available to your high earning clients.
  • Potential solutions for new tax planning needs arising from changing client objectives, for example to defer a capital gain when restructuring a portfolio.

Don’t miss this must-see event.

Register to watch>>

Our investment products put capital at risk. Tax treatment is subject to circumstances, current legislation and maintaining qualifying status.

 

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