Tax-Efficient Investment
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How Alan’s adviser helped with his IHT liability
For professional advisers only Meet Alan. He sold his business in the last three years. It had an unintended consequence: his daughters…
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CPD – Getting to grips with the residence nil-rate band
For professional advisers and paraplanners only. Not to be relied upon by retail clients. The experts at estate planning specialist Octopus cover…
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Tune in to the Octopus Online Show: Advising later life clients during a pandemic
The next episode of the Octopus Online Show tackles a topic that’s on all our minds right now For professional advisers and paraplanners only.…
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GrowthInvest backs Cuckoo Internet
GrowthInvest has announced its latest investment from the GrowthInvest Portfolio Service GrowthInvest has announced its latest investment from the GrowthInvest Portfolio Service…
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Register now for the Advocate Technical Webinar
Join us 10am Tuesday 23rd June As part of our strategic relationship with EISA, GB Investments presents a new essential webinar series…
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Money is Moving | IFA89/GBI20 | June 2020
Hope you don’t mind that I’ve gazumped both of our magazine Editors this month. These are strange days and I wanted to…
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Investing with Coronavirus in mind
New investments in Enterprise Investment Schemes have yet to be made – but when they do, investment managers will have taken into…
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GB Investments and EISA present the Advocate Webinar Series
Fostering the continued investment in SMEs and Start-ups The impact of Covid 19 and the government’s fiscal interventionism has tilted the normal…
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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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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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