Octopus

Intergenerational planning

Two advisers so far

Existing investors given three-week headstart

Potential £10m extension

Trio of risk-targeted funds to be run by Octopus Investments

Follows record inflow into Titan VCT

Survey quizzed 300 advisers

Restrictions and limitations apply

Tax planning specialist Octopus has hired Shaun Sandiford from AXA Elevate to head up its relationships with platforms.

Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.