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Partner at ICAEW's Personal Finance Planning Conference 2020

Octopus Investments

Octopus Investments provides products and services that help financial advisers and investors achieve more of their goals.
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Watch: business owners
Imagine your client sells their business. Or, perhaps your client is looking to extract money from their business tax-efficiently. The Octopus Online Show focuses on clients who are business owners. Watch now

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. 

Logo of Octopus Investments

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.

More information

Clients looking to extract profits from a business tax efficiently
  • Article
  • 26 Oct 2020
  • 00:00 - 00:00 GMT

This example explains how a Venture Capital Trust (VCT) can be used to extract surplus money from a business tax efficiently.

Regulation deconstructed
  • Report
  • 06 Aug 2019
  • 00:00 - 13:37 BST

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.

Clients likely to exceed the lifetime pension allowance
  • Article
  • 28 Oct 2020
  • 13:49 - 13:49 GMT

This example explains how a Venture Capital Trust (VCT) could be used to complement existing pension and retirement planning strategies.