Octopus' two-part on-demand webinar series helps financial advisers and paraplanners to navigate the updates to IHT and identify new estate planning...
In this 3-min animation, Octopus bring to life the challenge for advisers of delivering great outcomes for clients with lower asset levels, whilst...
Watch this on demand webinar to help you gain a greater understanding of the Residence Nil Rate Band (RNRB) - introduced in April 2017.
Explore the power of indexing and the paradox of return concentration in equity markets, highlighting how a few stocks drive market returns over the...
Discover the growth challenges facing UK advisory firms and explore actionable insights to overcome them in 2025. Learn how strategy, people, and...
Consolidation in the UK adviser market faces unintended consequences. Entrepreneurial advisers break away to form new firms, challenging the growth...
UK Index Funds are on the rise, outperforming active funds as investors flock to passive investing. Find out how the 'Bull Market Subsidy' is...
Cheshta Dhingra talks about how Stewardship in investing has allowed sustainability and profitability to coexist.
Jean-Paul Grenade, Director of Retirement Income Distribution at Just Group, discusses a new game-changing retirement income solution that you can...
I'm excited to start a new tradition—or perhaps I'm rekindling an old one, it's hard to say. Regardless, I'll suggest a short list of books or...