For professional advisers and paraplanners only. Not to be relied upon by retail clients.
Do you have clients impacted by legislation, such as the lifetime allowance? Have a client’s objectives changed, creating unforeseen tax planning needs, such as those arising a capital gain? Are there estate planning conversations that could be revisited?
In this tax planning special on Thursday 5 November at 10am, experts at Octopus are joined by guest financial advisers to examine where there could be significant opportunities in your client bank.
Our investment products put capital at risk. Tax treatment is subject to circumstances, current legislation and maintaining qualifying status.
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. CAM010274.
