Estate planning products and services
As the UK’s largest manager of investments that qualify for Business Property Relief*, we’re helping families to plan for their financial future. And we’re making a difference in areas people really care about too; we invest in businesses that generate power from renewable sources, build retirement villages and support the UK’s valuable smaller companies.
Here you’ll find an overview of our inheritance tax products and our helpful inheritance tax tools.
* Source: Tax Efficient Review, April 2017
Some risks to keep in mind
The value of an investment in Octopus inheritance tax solutions can fall as well as rise. You may not get back the full amount you invest. Your specific circumstances may result in different levels of inheritance tax being due and legislation may change in the future. Tax reliefs also depend on the portfolio companies maintaining their qualifying status.
Make sure you read the ‘What are the risks?’ section on the product pages before making any investment decision.