IHT Planning Workshops

We are delighted to bring you details of our latest Octopus Seminars for advisers.

This next series of workshops will cover IHT planning, focusing on providing you with practial, case specific knowledge, that will open up new opportunities for advise.

During these workshops we will run through real client case studies, bringing to life the issues currently faced and the solutions that can address them, including:

• Clients who are in ill health and have already been turned down for DGTs
• Clients with assets or property to sell
• Clients looking to fund long term care

Each seminar will be hosted by a member of our adviser dedicated relationship management team, with support from our AIM fund managers. Running time will be approximately 90 minutes with extra time available for further discussion if required.

We warmly encourage you to attend. The feedback we have had from previous events has been exceptional, with most attendees saying the seminar added significant value to their business.

Book your place

Please note these are adviser only seminars and places at each event are limited.

To book your place, please click on the "Book" button and you will be automatically added to the attendee list for that seminar.