Adviser event with Octopus - Glasgow 15 May 2025

We're excited to be hosting an event on 15 May in Glasgow in partnership with Octopus.

If you'd like to come along, please register your details below.

The agenda and outline of the session are below:

12:00 - BUFFET LUNCH, SESSIONS AND Q&A

14:00 - CLOSE

William Marshall, CIO at HRIS: How to Deliver Value for Money in Your CIP – Key considerations beyond cost, factor-based investments, and using technology to evidence value.

Joe Kerr, EBDM at Octopus Investments: Post-Budget Estate Planning Opportunities – Changes to pensions, Business Relief, and Agricultural Property Relief, plus new planning opportunities.

VENUE: HYMANS ROBERTSON OFFICE, 20 WATERLOO STREET, GLASGOW, G2 6DB

This event will qualify for 120 minutes of CPD and you'll receive a certificate of attendance after the event has taken place.