Introducing the Octopus AIM Inheritance Tax Service
The Octopus AIM Inheritance Tax Service invests in a diversified portfolio of smaller companies listed on the Alternative Investment Market (AIM) and targets growth. Most importantly, we only select companies which we expect to qualify for Business Property Relief (BPR). As long as shares have been held for at least two years and are still held when the investor dies, they can be left to their beneficiaries free from inheritance tax.
You should keep in mind that tax rules may change in the future, and the value of tax reliefs depends on your own personal circumstances. You should also know that tax reliefs depend on portfolio companies maintaining their qualifying status. Please remember, we cannot offer any guarantees about the growth you will achieve. Also, the value of an investment may go down as well as up and you may not get back what you originally put in.
For full details of the benefits, fees, charges and risks, read the product brochure below. Before making an investment decision, we recommend you talk to a financial adviser and read the ‘What are the risks?’ section below.
Are you interested in the kind of investments we make? Check out our videos about some of the companies we’ve invested into. Watch now