Scroll down

Supporting UK smaller companies

The Octopus AIM Inheritance Tax Service invests into companies listed on the Alternative Investment Market (AIM) that have an established and profitable business with good growth potential. The videos below show a few of the businesses we’ve invested in: CVS Group, Joules, Young’s and Scapa. Narrated by our Octopus Smaller Companies team, these films show the types of companies the Octopus AIM Inheritance Tax Service invests into.

These company examples are for illustrative purposes only. They should not be considered as an investment recommendation. Any personal opinions mentioned may change and should not be seen as advice. Please also remember that when you invest in the Octopus AIM Inheritance Tax Service your capital is at risk. For further information on investment risks, read Octopus AIM Inheritance Tax Service key risks.

CVS Group

Founded in 1999, CVS Group is one of the largest integrated veterinary services providers in the UK with veterinary practices, diagnostic labs, pet crematoria and an ecommerce division. After establishing itself in the UK, CVS Group expanded to the Netherlands in 2018. Today the group owns over 460 veterinary surgeries, delivering care to pets throughout the UK and the Netherlands.

Joules

Joules is a British clothing company operating in the UK and abroad through its shops and online platform. The company’s designs take inspiration from contemporary country living. With 25 years of experience in the industry, Joules is a quintessentially British brand producing homeware and clothing for the whole family.

Young’s

Young’s traces its heritage back nearly 200 years to the Young’s brewery and the introduction of home-brewed pale ale, which led to Young’s bitter. Currently the group has 181 managed and 74 tenanted pubs, mainly in London and the South East. The pubs have an emphasis on great food and drinks.

Scapa

Scapa is a leading technical adhesive solutions manufacturer and supplier to the healthcare and industrial markets, with operations in North America, Europe and Asia. This video focuses on Scapa’s healthcare business, which works closely with some large global pharmaceutical partners to design and produce skin-friendly tapes and other adhesive products for use in the healthcare sector. Scapa’s healthcare products can be used in a broad range of applications, from wearable medical devices, to advanced wound care solutions.

 

Octopus AIM Inheritance Tax Service key risks

  • Please remember 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 smaller companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.

 
Investors should read the Octopus AIM Inheritance Tax Service brochure before deciding to invest.

Find out more about the Octopus AIM Inheritance Tax Service.