Octopus' Kristy Barr: Estate planning innovation crucial as govt shifts goalposts

Kristy Barr is the co-head of retail at Octopus Investments and tax-efficient investment planning is her wheelhouse. "We consider ourselves the home of estate planning," Barr tells PA, adding that client service is of utmost importance at the B Corp. "We're about 25 years old now and we were the first provider of tax-efficient inheritance tax (IHT) products through to business relief, venture capital trusts (VCT), and the Enterprise Investment Scheme (EIS). We've been in those business lines since our beginnings. "We have a big focus on providing niche products and helping people w...