Octopus Investments unveils IHT and estate planning helpdesk

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

Isabel Baxter
clock • 2 min read

Investment manager Octopus Investments has launched a helpdesk offering technical support on inheritance tax (IHT) and estate planning for advisers. ‘Ask Octopus' aims to make estate and IHT planning simple for advisers. The Octopus team will provide responses to technical questions about estate planning and IHT, providing clarity on tax rules in relation to a client's estate planning, and help advisers better understand some of the legalities of estate planning, such as wills and probate. Speaking to PA at the company's Live in the Capital 2024 event, Octopus Investments distribution ...

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 Estate planning

Aberdeen Adviser launches trust service on Wrap platform

Aberdeen Adviser launches trust service on Wrap platform

To help advisers deal with the £7trn great wealth transfer

Isabel Baxter
clock 27 March 2026 • 2 min read
NS&I to pay out hundreds of millions over bereavement claims errors

NS&I to pay out hundreds of millions over bereavement claims errors

CEO resigns and pensions minister says taxpayers will not foot bill

Jen Frost
clock 26 March 2026 • 2 min read
Charitable gifting from pensions: Beating the post-75 double tax

Charitable gifting from pensions: Beating the post-75 double tax

Gifting from the estate vs the pension

Lisa Webster
clock 04 March 2026 • 4 min read