For professional advisers and paraplanners only.
Watch the final episode of The Octopus Online Show available on demand, to get useful tips, fresh planning ideas and specialist know-how.
As 2020 draws to a close, what key estate planning themes can we expect in the years ahead?
With large amounts of wealth set to pass down the generations, we looked at some trends that might affect your business.
Watch this episode on demand to learn:
- How changing client needs could impact the estate planning you recommend, and the challenges you’ll need to consider.
- How advisers working more closely with solicitors will be essential in meeting a growing demand for estate planning.
- How Business Property Relief fits into the picture, plus some real-life client scenarios you might come across.
Click here to watch this on demand estate planning show and get 1 hour of CPD now.
The value of a BPR-qualifying investment, and income from it, can fall as well as rise. Investors may not get back the full amount they invest.
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: December 2020. CAM010547.