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Adviser Home, the marketing and business development portal, has entered into a strategic partnership with Octopus Investments, a UK-based retail fund management companies specialising in smaller company investing.
Through the partnership, Adviser Home will work with Octopus to help advisers expand their tax planning investment practices.
Adviser Home will engage with its adviser community via its website, email and social media to help them access and effectively use the range of tax planning solutions that Octopus offers.
In addition, Octopus itself will be launching its own specialist tax planning site which will complement a new range of toolkits produced by Octopus to help advisers with specific planning requirements in the run up to tax year end. This site will be accessible through the Adviser Home website.
Brendan Llewellyn, director, Adviser Home, says: “We know that many in our adviser community are keen to widen the types of investment solution they offer their clients and as Octopus are a leader in this area they are a natural provider of the ideas and resources we think advisers will appreciate.”
Mike Slater, head of strategic partners at Octopus Investments, says: “Through the Adviser Home platform, we will be able to support advisers in developing their businesses through a structured and efficient approach. Octopus has a reputation for innovation and we have long been committed to finding new and effective ways to help advisers to deliver meaningful solutions to customers. The team at Adviser Home share in this commitment and we look forward to working together as we launch further initiatives dedicated to helping advisers over the coming weeks.”
Octopus’ core product range includes venture capital trusts, enterprise investment schemes, and inheritance tax services, all of which focus on delivering government approved tax reliefs for investors through investment in smaller companies.
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