Octopus Investments

‘There are risks if you don’t engage’

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

Advice ‘needs to move away from un-relatable investment products’

Only a third of advisers have a plan in place for the Great Wealth Transfer

The former managers partner with M&G Wealth Advice

'The current market presents a unique opportunity'

An opportunity to support clients and grow an advice business

The difficulty of discussing death with clients is a barrier

Governments remain ‘unlikely’ to part with the lucrative tax

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