Octopus Investments, an investment manager on a mission to invest in the people, ideas and industries that will change the world, today announces it has launched ‘Ask Octopus’, a helpdesk offering technical support on inheritance tax and estate planning to advisers.
The ‘Ask Octopus’ helpdesk aims to make the complex matters of estate and inheritance tax planning simple. The Octopus team of experts will help with a range of points:
- Providing responses to technical questions about estate planning and inheritance tax.
- Providing clarity on tax rules in relation to a client’s estate planning.
- Helping advisers to better understand some of the legalities of estate planning, such as wills, probate and more.
Advisers can submit questions to the helpdesk via the Octopus Investments website and get a response back from the team. Equally, advisers can book a meeting with a member of the team directly to ask their question.
Toyin Oyeneyin, Tax Product Specialist at Octopus Investments said:
“We know that a large majority of advisers are not part of networks or national firms1. This means they may not have the broader technical team support that they need to best serve their clients and outsourcing can prove costly. Even those that are part of larger organisations don’t always have the access to the technical help they’re really looking for.
“‘Ask Octopus’ will enable us to provide that much-needed, free support to advisers. It will allow us to gain a better understanding of the sort of issues advisers are grappling with and to learn more about how we can then help them and their clients.”
Kristy Barr, Distribution Director at Octopus Investments, said:
“Our helpdesk gives advisers a one-stop shop to tap into the breadth and depth of our knowledge on topics such as inheritance tax, estate planning legalities and on Business Relief products, enabling them to deliver specialist advice to their clients. We look forward to hearing from them!”
-Ends-
Notes to Editors:
1. https://www.fca.org.uk/data/retail-intermediary-market-2023
2. The ‘Ask Octopus’ service can only offer guidance and nothing should be viewed as advice on investments, legal matters, taxation or any other matters.