Kim Pattison
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May’s Case Study – Clients who work overseas/offshore
This month we’re looking at the 4th most popular reason that your clients conduct currency transfers – transferring salary payments & savings.…
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Got a client who needs to do some estate planning? Tune in to watch The Estate Planning Show
Book your place for the Estate Planning Show, brought to you by Octopus For professional advisers and paraplanners only. Not to…
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COVID-19 creates a major comms issue – and financial stress – for UK advisers.
The impact of COVID-19 market volatility on UK advice practices has been dramatic. Advisers are facing a significant threat to revenue whilst…
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Investing for equality of opportunities
How businesses which look to boost equality and learning opportunities can help to empower people and their communities
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Tax stops for no man – and no virus
Regardless of the level of chaos and uncertainty the world finds itself in, a tax year is a tax year. Maximising ISA…
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Your invitation to our upcoming ESG webinar: Delivering Impact and Financial returns
We would be delighted if you could join us for part two of a a very special ESG webinar taking place on…
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Octopus Live Online: The Estate Planning Show
Got a client who needs to do some estate planning? Then you should tune in to watch The Estate Planning Show…
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Investing in a healthier society
How can companies target sustainable returns from addressing the world’s healthcare challenges?
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How to build a digital adviser. Part 2: emails
Email, you cry? Are you mad? This isn’t 2010! I hear you. Email gets a bad wrap. It’s seen as the ‘embarrassing…
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King & Shaxson Webinar Presentation: Environmental, Social and Corporate Governance (ESG)
Wayne Bishop, CEO at King & Shaxson presents and discusses: The post-coronavirus world Bond, Property and Equity investment opportunities in sustainable and impact…
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