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February 18, 2014updated 04 Apr 2017 2:30pm

Octopus launches new tax planning microsite for advisers

Octopus Investments has launched a new tax planning microsite for advisers to support client needs in the run up to Tax Year End (TYE) 2014.

By Verdict Staff

Octopus Investments has launched a new tax planning microsite for advisers to support client needs in the run up to Tax Year End (TYE) 2014.

The site will provide advisers with information on the range of investment solutions to deal with client’s tax planning needs.

The microsite will complement Octopus ‘TYE toolkit’ which has been created in partnership with advisers at the end of January.

The toolkit will provide advisers with complete information related to tax-efficient investment solutions such as Enterprise Investment Schemes and Venture Capital Trusts to support client’s achieve their financial planning goals.

The microsite is also interactive and invites advisers to answer a few simple questions based on clients financial and tax planning needs.

Using the new microsite, advisers will be able to request print copies of the Octopus TYE toolkit, which includes full details of the products on the site and the planning case studies.

Additionally, the site also includes a range of different tax planning case studies for advisers to identify their client’s needs.

Furthermore, Octopus is introducing a series of Tax Planning Masterclasses for advisers across the UK.

Guy Myles, co-founder and managing director at Octopus, said: "Our TYE microsite and toolkit aim to help advisers efficiently navigate some of the options available to their clients, and illustrate the benefits and tax efficiencies available through smaller company investing."

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