Quarterly update on the Octopus Inheritance Tax Service

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

Watch this quarterly webinar, where Ed Fellows, Head of the Octopus Inheritance Tax Service, will provide an update on the Service.

This webinar is a good opportunity to hear from our investment team about:

• Post-Budget overview and what this means for investors.
• How your client's portfolio is invested and how we can help with any potential cases you are currently considering.
• An update on Fern trading’s performance and outlook.

By registering, your personal data will be processed by Octopus Investments (OI) in accordance with our Privacy Notice. You can opt-out from marketing communications at any time by emailing [email protected].

Some risks to keep in mind:

• The value of an Octopus Inheritance Tax Service investment can fall as well as rise. Investors may not get back the full amount they invest.
• Tax treatment depends on individual circumstances and could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.
• 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.