Octopus Live London
30 August 2018
One of the biggest opportunities in today’s advice market is inheritance tax planning.
That’s why we’re running live seminars this summer, looking at how you can grow your estate planning business.
The two-hour session will cover:
- Real-life estate planning problems and solutions.
- The main estate planning options available to your clients.
- You’ll also get some tips from the Society of Later Life Advisers on the best ways to tailor your approach for talking to older clients.
For professional advisers only. Not to be relied upon by retail investors. The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.