In 20 years Octopus has become the largest manager of Venture Capital Trusts and investments that qualify for relief from inheritance tax. Today we have more than 750 employees and manage more than £9 billion across our products.
Octopus Investments at ICAEW's Personal Finance Planning Conference 2020
19 November: 11:05-12:05
The opportunity for accountants, financial advisers and solicitors to collaborate
In this session, Octopus shares the results of brand-new research, looking at how the collaboration between accountants, financial advisers and solicitors can not only benefit clients, but significantly benefit business.
Drawing on new research from over 400 accountants, financial advisers and solicitors, Charlotte Fairhurst will be answering the following questions:
- What is the most important factor for accountants when deciding whether to work with a financial adviser?
- What is the average accountant doing over 5 times each year?
- What is cited as the biggest challenge that accountants face when engaging with advisers?
The session will also cover:
- What is the average accountant doing?
- What is the size of the prize?
- Perception versus reality – where is there a mismatch?
- Key ingredients to success Octopus Investments' speakers
Charlotte Fairhurst
Charlotte has spearheaded Octopus’ professional connections initiatives for three years, supporting financial advisers, accountants and solicitors develop their referral relationships. Having worked closely with professional bodies, such as ICAEW, STEP and SOLLA, Charlotte has a wealth of experience in championing successful referral relationships.
Charlotte holds a First-Class Honours degree from Leeds University and is currently studying for the Investment Management Certificate. She was previously in business development at an alternative investments research firm.
Our investments are not suitable for everyone. 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: October 2020. CAM010357.
This example explains how a Venture Capital Trust (VCT) can be used to extract surplus money from a business tax efficiently.
This guide, co-produced by ICAEW and Octopus, provides the background to how financial advisers are regulated, outlines how advisers can evidence their professionalism, what types of clients can be referred to advisers and what to look for when identifying advisers to work with.
This example explains how a Venture Capital Trust (VCT) could be used to complement existing pension and retirement planning strategies.