Adviser Home partners with Octopus to promote tax planning

clock

Adviser Home has partnered with Octopus Investments in order to promote tax planning investment practices.

Octopus is in the process of launching its own specialist tax planning site which will then be accessible through the Adviser Home website. Adviser Home director Brendan Llewellyn said: "We know that many in our adviser community are keen to widen the types of investment solution they offer their clients and as Octopus are a leader in this area they are a natural provider of the ideas and resources we think advisers will appreciate." Octopus Investments head of strategic partners Mike Slater said: "Through the Adviser Home platform, we will be able to support advisers in developing th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax Planning

HMRC continues to see raft of pension tax overpayment claims

HMRC continues to see raft of pension tax overpayment claims

Claim numbers hit 12,767 in second quarter

Isabel Baxter
clock 30 July 2025 • 2 min read
Economists pen open letter calling for a UK wealth tax

Economists pen open letter calling for a UK wealth tax

‘A progressive wealth tax is a critical step forward’

Isabel Baxter
clock 29 July 2025 • 3 min read
TISA and industry urge government to rethink IHT on pensions

TISA and industry urge government to rethink IHT on pensions

Research proposes simpler alternatives

Isabel Baxter
clock 14 July 2025 • 5 min read