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Launch of Online Estate Planning Show – 5/6 and 12/13 May 2020

20 April 2020

Octopus Investments is running a live online Estate Planning Show covering a variety of topics related to tax-efficient investments.

The Estate Planning Show is a two-part online TV series offering financial advisers and paraplanners the chance to gain practical insights from experts on inheritance tax and estate planning. It is also CPD qualifying
The first episode will focus on the IHT landscape and the opportunity it presents for advisers, as well as how to identify those who could benefit from a conversation on estate planning. The second will get ‘under the bonnet’ and look in more detail at how BPR-qualifying investments work and what’s involved in writing business, such as how to approach suitability.
Throughout both episodes, viewers will also hear from a number of financial advisers who have embedded estate planning into their business, sharing best practice and any tips and tricks they have learned.
All attendees will receive free headphones posted to them as part of their ‘goody bag’.
The Estate Planning Show will be hosted by hosted by Sally Boyle, Area Sales Director, and Nick Bird, Executive Business Development Manager, with Jessica Franks, Head of Tax Products, and Robert Skinner, Head of the Octopus Inheritance Tax Service, also on hand to share their specialised and expert knowledge.


Episode one: Broadcast on Tuesday 5 & Wednesday 6 May, 10:00am-11.00am
Positioning estate planning with clients who could benefit

Episode two: Broadcast onTuesday 12 & Wednesday 13 May, 10:00am-11.00am

Understanding the detail and writing business

Sally Boyle, Area Sales director at Octopus Investments, said: “We’ve always tried hard to make our event our Octopus Live events engaging and genuinely useful and we wanted to maintain that tradition, even in the current circumstances. I can assure you this won’t just be yet another webinar. Think the BBC’s One Show, but better, and CPD qualifying!”
“Estate planning is a huge opportunity for advisers, but it’s not necessarily straightforward for those who are less familiar with the landscape. Our aim with Octopus Live is to break down those barriers and provide practical information that means advisers can help more of their clients in this crucial and growing area of financial planning.”

Octopus Investments will be following all the appropriate social distancing guidelines throughout the production and broadcasting of all content.


Professional Paraplanner