Introducing the Octopus Inheritance Tax Service
The Octopus Inheritance Tax Service gives your clients the opportunity to invest in the shares of one or more unlisted UK companies that are having a positive impact on the growth of the UK economy. We select companies that we expect to qualify for Business Property Relief (BPR). This is a government-approved relief from inheritance tax. Provided the investment has been held for at least two years at the time of your client’s death, it can be left to their beneficiaries free of inheritance tax. The service has the aim of preserving capital and delivering a consistent, but modest, level of return.
You should keep in mind that tax rules may change in the future, and the value of tax reliefs depends on individual circumstances. You should also know that tax reliefs depend on portfolio companies maintaining their qualifying status. The value of an investment may go down as well as up and investors may not get back what they originally put in.
Make sure you look at the ‘What are the risks?’ section below and please read the product brochure for full details of fees, charges and risks.
For some helpful ideas about the type of clients that might be interested in the Octopus Inheritance Tax Service, here are ten clients to talk to about estate planning.
Doing good with investors’ money
Our flagship estate planning service helps investors plan for the future, but they also know their money is being put to good use right now. We invest in companies that address the needs of older people, by building retirement villages, care homes and hospitals. We also invest in renewable energy facilities that are changing the shape of the UK energy market.
Watch these short videos to see for yourself the good things we’re doing with investors’ money.
How to invest
The minimum investment amount is £25,000. Your client can invest a one-off amount via bank transfer, cheque or banker’s draft.
Create client illustration Apply online
Alternatively, you can download the application form above.
Nothing on this page constitutes investment, tax or legal advice. This product is not suitable for everyone, so we recommend investors speak to a financial adviser, and read the product brochure, which is available on this page, before deciding whether to invest.