Octopus hosts series of estate planning masterclasses
Retail fund management company Octopus Investments has launched a series of Estate Planning Masterclasses designed to help advisers become experts on estate planning for their clients.
The 32 events, which take place across the country, will provide advisers with valuable insight on investment products based on business property relief (BPR), including options targeting long-term growth and capital preservation.
Attendees will also examine different planning scenarios and examples of the types of client that might benefit most from BPR planning ideas.
These seminars are the latest events hosted by Octopus which aim to provide financial advisers and financial planners in the tax planning market with guidance to help them address the important issues affecting investors.
Mark Williams, business line manager for inheritance tax (IHT) solutions at Octopus, says: “Estate planning is becoming an increasingly important issue for advisers and their clients. Not only are greater numbers of people being affected by inheritance tax, but the regulations and taxation surrounding estate planning are more complex than ever. In addition to this, the upcoming changes to pensions legislation will give investors increased flexibility and access to their pension savings, opening up greater opportunities for them to address their estate planning requirements.
“It’s vital that providers are on hand to help advisers understand the solutions available to their clients. At Octopus we work hard to provide advisers with information they require to help them really understand the benefits of tax-efficient smaller company investing, and it’s clear that they really value that insight and help in an increasingly complicated tax planning landscape.”
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