Next week, I’ll be taking a look at what options a client might have if their estate is above the £2 million threshold.
In the meantime, registrations have opened to book your place for one of The Estate Planning Show dates next month. They’re live, online, and useful if you have any clients who may need to do estate planning now or at some point in the near future.
For more details, and to book your place, go to octopusinvestments.com/estate-planning-show/.
1Research conducted by Opinium between 13 and 16 March 2020 amongst 2,003 UK adults.
Octopus inheritance tax investments put investor capital at risk. We do not offer investment or tax advice.
Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England and Wales No. 03942880. Issued: April 2020. CAM009484.