For professional advisers and paraplanners only. Not to be relied upon by retail investors.

Go to octopusinvestments.com/estate-planning-show/

In a survey of over 700 advisers we commissioned earlier this year, 61% had clients who had delayed financial decisions. In some cases this involved delays to estate planning.

It’s important for clients to move forward with estate planning to prevent their loved ones from losing out. However, many clients have grown increasingly worried and uncertain of the future.

More than a year on from the start of the coronavirus restrictions, some clients will have heightened concerns about how much of their wealth they need to access in later life, and how long they will live.

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