How Carol’s adviser solved her IHT problem
For professional advisers only Meet Carol. She inherited sizeable assets from her late husband. She’d like to leave her estate...
Everything you always wanted to know around the IHT space
We recently hosted a wide-ranging webinar which was a fund manager-free zone; chaired by Mark Brownridge, Director General of EISA,...
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:...
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...
CPD – Business Property Relief and discretionary trusts
Octopus is creating on-demand, online resources that count toward your CPD hours For professional advisers and paraplanners only. Not to...
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...
GrowthInvest backs Cuckoo Internet
GrowthInvest has announced its latest investment from the GrowthInvest Portfolio Service GrowthInvest has announced its latest investment from the GrowthInvest...
CPD: Learn about Business Property Relief with Octopus
New CPD from Octopus For professional advisers and paraplanners only. Not to be relied upon by retail clients. What is...
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Examples of the Network Effect
Since 2009, it has invested in 58 companies, realising 18 and returning cash to investors every year since 2013. This ...
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