Octopus launches tax planning site for advisers

Carmen Reichman
clock

Venture capitalist Octopus Investments has launched a tax planning microsite for advisers to help address clients' needs in the run up to tax year end.

The site will complement the firm's ‘TYE toolkit' which was launched at the end of January, providing advisers with information on investment solutions available to support their clients' tax planning. The site features case studies and is designed to lead advisers to products that may be suitable to support their client's tax needs. Octopus managing director Guy Myles said: "We know that the run up to tax year end is the busiest time for advisers, and they have a vast amount of product information and client needs to manage." Octopus will also be hosting a series of tax planning m...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Equities

Partner Insight: Are you prioritising fundamentals over election noise?

Partner Insight: Are you prioritising fundamentals over election noise?

With half the world facing elections this year, are investors being distracted by short-term noise and overlooking potential international opportunities?

Orbis Investments
clock 22 November 2024 • 5 min read
Partner Insight: Are global equity markets shifting in our favour?

Partner Insight: Are global equity markets shifting in our favour?

Orbis Investments
clock 30 October 2024 • 3 min read
Net gains: What a tennis great can tell us about equity investing

Net gains: What a tennis great can tell us about equity investing

'When you lose every second point you learn not to dwell on every shot'

Sheldon MacDonald
clock 16 September 2024 • 4 min read