Octopus Investments unveils IHT and estate planning helpdesk

Aims to provide clarity on tax rules and the legalities of estate planning

Isabel Baxter
clock • 2 min read

Investment manager Octopus Investments has launched a helpdesk offering technical support on inheritance tax (IHT) and estate planning for advisers. ‘Ask Octopus' aims to make estate and IHT planning simple for advisers. The Octopus team will provide responses to technical questions about estate planning and IHT, providing clarity on tax rules in relation to a client's estate planning, and help advisers better understand some of the legalities of estate planning, such as wills and probate. Speaking to PA at the company's Live in the Capital 2024 event, Octopus Investments distribut...

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