Octopus Investments

IHT ‘coming up more and more’ in conversations with clients

Catch up on PA's webinar on pensions being brought into IHT's scope

Platts will also continue to lead Octopus Ventures in dual role

'VCTs are now emerging as a tax-efficient option for a potentially wider audience'

Departing executive joined in 2010

‘There are risks if you don’t engage’

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

Advice ‘needs to move away from un-relatable investment products’

Only a third of advisers have a plan in place for the Great Wealth Transfer

The former managers partner with M&G Wealth Advice