16 years of the Octopus
Inheritance Tax Service
A message from our founder
Simon Rogerson explains why we’re offering a promotion to celebrate 16 years of the Octopus Inheritance Tax Service. An achievement we call a “double Octopus”.
Learn more about the Octopus Inheritance Tax Service.
Our reflections on 16 years
We sat down with Camilla Wilkes, Senior Business Line Manager of the Octopus Inheritance Tax Service, to talk about the success story of the Service. She discusses how the product has delivered for investors and how it is set up to deliver into the future.
A closer look at the strategy
Ed Fellows, Head of the Octopus Inheritance Tax Service, explains how the strategy for Fern Trading Limited, the company most investors in the Service hold shares in, has evolved to become a diverse £3.5 billion company comprised of more than 330 subsidiaries.
What to consider when recommending the Service
Matt Ward, Communications Director at AKG, shares his thoughts on what matters when choosing a discretionary fund manager, including AKG’s assessment of Octopus Investments and the Octopus Inheritance Tax Service.
AKG Financial Analytics are an independent provider of assessment, ratings, and consultancy to the financial services industry.
Years of the Octopus Inheritance Tax Service
0% initial fee* until 10 September 2024
How to apply
To say thank you to all our advisers and investors as we celebrate 16 years of the Service, we’re offering a promotion – 0% initial fee* until 10 September 2024.
We call this achievement a “double Octopus”. Over this time more than 10,000 advisers have helped almost 25,000 customers pass on more wealth to their loved ones.
*this offer is for advised investors only.
Risks to bear in mind
Capital at risk
The value of an investment, and any income from it, can fall as well as rise and investors may not get back the full amount they put in.
Tax treatment may change
Tax treatment depends on individual circumstances and tax rules could change in the future. Tax relief also depends on the portfolio companies maintaining their qualifying status.
The investment may be volatile and difficult to sell
The shares of unquoted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
Useful resources for writing a case
Consumer Duty product pack
The pack contains an enhanced level of information to help your case file meet the needs of the latest regulation.
Suitability report
To help you assess and document suitability, we’ve created a draft template. Please contact your local BDM for a copy.
Third party assessments
Use these third-party reports to support your research and due diligence.
We’re here to help
If you need any help progressing a case, we have a 100-strong Sales and Customer team ready to support you, so please contact your local Business Development Manager.