Octopus hires Sandiford from AXA Elevate

clock •

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

Sandiford has joined as head of Platform Distribution, and will be responsible for liaising with platforms in order to provide greater access to Octopus' products.

Neil Buckland said: "We are delighted to welcome Shaun to the team at Octopus. He brings with him a wealth of experience and he is well placed to fulfill our commitment to help advisers access our products through platforms.

"It is clear that RDR has really focused advisers' attention on areas where they can add real value for their clients - such as tax planning - and so there is a greater requirement for us to support advisers through allowing their clients access to products and services that can help them meet their planning goals."

Sandiford (pictured) has already agreed his first deal, with the Octopus Inheritance Tax Service - which aims to provide inheritance tax relief for clients after two years by investing in companies that qualify for Business Property Relief -  now available via wrap platform Novia.

It is the first time Octopus has offered a tax planning product on a platform.

Novia director of sales Paul Boston said: "One area that up until now has not been possible via platforms is Business Property Relief, and its use in inheritance tax planning. We are delighted to be able to offer this service with the addition of Octopus investment services."

More on Investment

Partner Insight: AI Is Creating Value. Who Gets to Keep It?

Partner Insight: AI Is Creating Value. Who Gets to Keep It?

As competition in artificial intelligence intensifies, investors face a critical question: who will ultimately capture the value created by this transformative technology?

Mike Fox, Kasia Kiladis, Matt Kirby @ Royal London Asset Management
clock 29 October 2026 • 1 min read
Aberdeen dials back government bond and property conviction amid inflation risk

Aberdeen dials back government bond and property conviction amid inflation risk

Preference for EM equities

Michael Nelson
clock 13 October 2026 • 2 min read
Partner Insight: The Gilt Edge - Triple deadlock

Partner Insight: The Gilt Edge - Triple deadlock

The Gilt Edge is a new UK newsletter that brings PIMCO’s insights on the UK economy, public policy and financial markets directly to your inbox. Written by Rupert Harrison, Senior Adviser to PIMCO’s UK Portfolio Management Team and former Chief of Staff to Chancellor of the Exchequer.

Pimco
clock 13 October 2026 • 4 min read
Trustpilot