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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.

Octopus Inheritance Tax Service

Our flagship service helps thousands of investors pass on more of their wealth to their loved ones. It could help you too.

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Octopus AIM Inheritance Tax Service

Our Smaller Companies team invests in AIM-listed companies with the objective of achieving capital growth and inheritance tax relief.

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Octopus AIM Inheritance Tax ISA

A tax-efficient investment that can help you pass more of your wealth to loved ones while enjoying the tax benefits you would expect from any ISA.

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Inheritance tax tools

Inheritance tax is a complicated topic. Our tools are intended to help you understand some of the key areas as an easy to use starting point. A guide to inheritance tax Take a look at our simple guide, which explains some of rules about inheritance tax and estate planning options that you might wish to…

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How we can help

It’s not always easy to know whether you’re doing all you can to look after your family’s inheritance, so we have created some easy to use resources to help you get on the front foot.

A guide to inheritance tax Giving you plenty of options to talk about with a financial adviser.

Inheritance tax calculator  Estimate the degree to which the residence nil rate band may benefit you.

Find your local adviser It’s essential to get financial advice before making an investment decision.

Investing with us  What to expect from an Octopus inheritance tax investment.

Please read

Estate planning solutions are not suitable for everyone and it’s important that you fully understand the risks involved. We do not offer investment or tax advice, and we always recommend you talk to a financial adviser before making investment decisions.