Octopus AIM Inheritance Tax Service quarterly webinar

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

This on demand webinar was recorded on 27/01/2026. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with you.

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

What we covered:

• Portfolio company updates and potential catalysts for valuation re-ratings.
• Why AIM matters – £68bn to UK GDP, 780k jobs, backing founder-led businesses.
• Asset allocation shifts and valuation disconnects explained.
• The impact of halving Business Relief on the AIM market.
• Government recognition for retaining growing companies on UK soil.

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Some key risks to remember:

• These investments are high risk. 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 tax rules could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.
• The shares of AIM-listed companies are likely to fall and rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.