Introducing the Octopus Inheritance Tax Service
The Octopus Inheritance Tax Service gives you the opportunity to invest in the shares of one or more unlisted UK companies that are having a positive impact on the growth of the UK economy. We select companies that we expect to qualify for Business Property Relief (BPR). This is a government-approved relief from inheritance tax. Provided the investment has been held for at least two years at the time of your death, it can be left to your beneficiaries free of inheritance tax. The service has the aim of preserving capital and delivering a consistent, but modest, level of return.
The Octopus Inheritance Tax Service Octopus is only available through a financial adviser. You can find an adviser in your area here.
You should keep in mind that the value of an investment may go down as well as up and you may not get back what you originally put in. 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.
Make sure you look at the ‘What are the risks?’ section below and please read the product brochure for full details of benefits, fees, charges and risks.
Read the brochure Essentials of the Octopus Inheritance Tax Service.
Watch our short videos All the good things we’re doing with investors’ money.