Quarterly update on the Octopus Inheritance Tax Service

This webinar is for professional advisers and paraplanners only. Not to be relied upon by retail clients.

Sign up to our quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.

This webinar is a good opportunity to hear from our investment team about how your client's portfolio is invested and assist with any potential cases you are currently considering.

What will be covered:

• A reminder of Business Relief and the Octopus Inheritance Tax Service objectives.
• An update on Fern trading's performance and outlook.
• Celebrating 25 years of Octopus with our reduction in Annual Management Charge and a time-limited 0% initial fee offer.
• Resources and how we can help you.

Some risks to bear 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.

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].

Our speaker

Ed Fellows

Head of the Octopus Inheritance Tax Service