Quarterly update on the Octopus AIM Inheritance Tax Service

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

The webinar is hosted by Richard Power, Head of Quoted Companies Team and Leigh Stephens, Investment Specialist.

What this webinar will cover:

• Introduction to the Octopus Quoted Companies Team
• AIM and the long-term case for UK smaller companies
• The Octopus AIM Inheritance Tax Service
• Current valuations and the recovery opportunity

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 key risks to keep in mind:

• The value of an investment, and any income from it, 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 AIM-listed 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.

Meet your speakers

Richard Power

Head of Octopus Quoted Companies Team, Octopus Investments

With overall responsibility for the Quoted Companies team at Octopus, Richard has over 25 years’ experience of smaller company investing. He is lead manager of our FP Octopus UK Micro Cap Growth Fund, also oversees the investment process of the team which include the AIM IHT portfolios, and AIM VCTs. Richard is also a co-manager on the FP Octopus UK Multi Cap Income & FP Octopus UK Future Generation Funds. Richard started his career in 1995 at Duncan Lawrie, where he managed a successful small companies fund. He subsequently joined Close Brothers to manage a smaller companies investment trust before moving to Octopus Investments Limited to head up the Quoted Companies team in 2004.

Leigh Stephens

Investment Specialist