Kim Pattison
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New CPD-qualifying IHT resources
For professional advisers and paraplanners only. Not to be relied upon by retail clients. New CPD from Octopus Right now, it’s necessary…
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CoInvestor partners with custodians to deliver straight through digital applications for tax-efficient investing
CoInvestor, the platform digitising the alternative sector for financial advisers, direct investors and fund managers has significantly streamlined the back-end investment process…
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New CPD-qualifying IHT resources
Top up your CPD hours For professional advisers and paraplanners only. Not to be relied upon by retail clients. New CPD…
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Advocate webinar series Episode 1 – “EIS: State of Play” a massive hit with advisers
Hundreds of IFAs across the country joined the debate as industry luminaries got together to lay out their vision of the future…
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Ingenious | UK care provision: Covid-19’s spotlight
The Covid-19 pandemic has shone a spotlight on the UK’s later life care system. Like many essential services, it has come under…
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Advocate webinar series Episode 1 – “EIS: State of Play” a massive hit with advisers
GBI Magazine’s inaugural Advocate webinar chaired by Mark Brownridge, Director General of EISA Hundreds of IFAs across the country joined the debate…
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Insurance Doctor. Professional indemnity: important renewal advice
Continuing our series on the IFA’s guide to Professional Indemnity insurance, Daniel West of Apex Insurance looks at the implications of Covid-19…
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Combatting climate change
Actively investing in the transition to a low carbon economy
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Get your CPD with Octopus Investments
For professional advisers and paraplanners only. Not to be relied upon by retail clients. To kick things off, the incredibly popular Octopus…
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Get your CPD with Octopus Investments
Estate planning specialist Octopus is creating on-demand, online resources that count toward your CPD hours. For professional advisers and paraplanners only. Not…
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