For professional advisers and paraplanners only.
Tune in to the Octopus tax planning special on Thursday November 5 at 10am.
Hear from in-house experts and guest financial advisers on areas of significant opportunity in your client bank.
Here are some topics that will be covered:
- Planning ideas for clients impacted by legislation.
- Practical tips for revisiting planning that has been on hold.
- How to make the most of the tax reliefs available to your high earning clients.
- Potential solutions for new tax planning needs arising from changing client objectives, for example to defer a capital gain when restructuring a portfolio.
Don’t miss this must-see event.
Our investment products put capital at risk. Tax treatment is subject to circumstances, current legislation and maintaining qualifying status.
