Event Overview

With the financial year-end soon approaching, these informal workshops are designed to provide an insight into tax-efficient solutions for all types of investors, with an emphasis on enhancing your business.

Each workshop is expected to last around 90 minutes, and will cover the following topics:

• An introduction to Octopus Investments
• Tax planning case studies that you can apply to your existing client bank
• Opportunities to identify new tax planning opportunities to help grow your business
• Assistance with ideas to help develop your professional introducer relationships

CPD certificates will be available on request following the workshops.

Refreshments and breakfast will be provided for all morning sessions. Refreshments and lunch will be provided for all afternoon sessions.

Book your place

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

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

If you can't make any of these dates, then you can give us a call to arrange a meeting for a time that's more convenient for you. Our number is: 0800 316 2067.