Register Here: https://pocatestmarketinginsights.microsoftcrmportals.com/event/sessions?id=Dynamics_Community_Summit2835000411
Watch this webinar and learn:
Why estate planning is an important growth opportunity for advisers?How investments that qualify for Business Property Relief can help? A wide range of client planning scenarios, covering everything from clients who have a Power of Attorney in place, through to clients who have sold a business. How Octopus can support your conversations with clients?
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