Octopus Investments

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

'The current market presents a unique opportunity'

An opportunity to support clients and grow an advice business

The difficulty of discussing death with clients is a barrier

Governments remain ‘unlikely’ to part with the lucrative tax