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What to expect from an Octopus inheritance tax investment

The videos below explain what you can expect from us when you make an Octopus inheritance tax investment. The first video covers what happens next when you send in your application form and money. The second video explains how your investment is passed on to your beneficiaries.

Some points to keep in mind

After holding one of our investments for two years, it should qualify for inheritance tax relief when you pass away. This is based on tax rules as they stand today, and you should be aware that legislation could change in the future.

We will invest your money into companies that qualify for inheritance tax relief. These companies must still qualify at the point you pass away in order for your estate to claim the relief. All of our investments have qualified for inheritance tax relief in the past, but we can’t guarantee this will always be the case in the future.

The value of inheritance tax relief to your estate will depend on your own personal tax situation, so you should always speak to a financial adviser before making an investment.

Remember, an investment that qualifies for inheritance tax relief can go down as well as up and there’s always a chance that you may not get back the full amount that you invest.

What to expect when you make an inheritance tax investment with Octopus

What happens once you send us your application form and money? Watch this short video to find out.

Call our Client Relations team if you have any questions, on 0800 316 2295.

What your beneficiaries can expect when you pass away

What happens to your investment when you pass away? Watch this short video to see how we will help your beneficiaries and executors claim inheritance tax relief.

Call our Estates and Probate team if you have any questions, on 0800 294 6826.

Investing with us  You can also read about what you can expect from an Octopus inheritance tax investment in our handy two-page guide.

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We do not offer investment or tax advice. We recommend investors seek professional advice before deciding to invest.