Rights Issue offer – Octopus Inheritance Tax Service
open
Open for new investment
About the offer
The Octopus Inheritance Tax Service is a discretionary managed portfolio service. Through this Service, we’ve invested on your behalf into a company expected to qualify for Business Relief from inheritance tax.
This company has offered shareholders (as at the offer date – 22 September 2025), the opportunity to purchase additional shares further to a Rights Issue. As the discretionary manager, we’re making you aware of this time limited opportunity, as a way to add to your portfolio without re-starting the two-year holding period required for relief from inheritance tax.
The offer is a 3-for-1 Rights Issue, which means for every share investors held when the offer was made, you can apply for up to three additional shares in proportion to your existing investment. For example, if you held £100,000 worth of shares on 22 September, you can invest a further £300,000 under the Rights Issue offer.
About the offer
The Octopus Inheritance Tax Service is a discretionary managed portfolio service. Through this service, we’ve invested your client’s money into a company that is expected to qualify for Business Relief (BR) from inheritance tax.
The company your client holds shares in has offered shareholders the opportunity to purchase three additional shares for every share held on 22 September 2025, further to a Rights Issue.
This means that a client that held £100,000 worth of shares on 22 September 2025, could apply for up to £300,000 worth of shares under the Rights Issue offer.
If your client has held their current investment for more than two years, they should benefit from immediate inheritance tax relief on their new investment.
If they’ve held their investment for less than two years, their new investment should still benefit from accelerated inheritance tax relief. For example, if they made their original investment one year ago, they’d only have to wait one year until both their original, and new investment under the Rights Issue, benefit from inheritance tax relief.
Why now?
The company investors hold shares in is a well-diversified business, scaling in areas where it has built meaningful track records where there continue to be long-term, government-backed opportunities.
The Rights Issue is expected to support this strategy by expanding the established, sustainable core in the renewable energy and real estate sectors, alongside executing the fibre broadband business plans, resulting in a gradual rebalance of the company’s assets over time.
Why now?
The company investors hold shares in is a well-diversified business, scaling in areas where it has built meaningful track records where there continue to be long-term, government-backed opportunities.
The Rights Issue is expected to support this strategy by expanding the established, sustainable core in the renewable energy and real estate sectors, alongside executing the fibre broadband business plans, resulting in a gradual rebalance of the company’s assets over time.
Octopus Inheritance Tax Service – Rights Issue webinar
Watch the webinar to learn more about the Rights Issue offer.
Ed Fellows, Head of the Octopus Inheritance Tax Service, will be joined by sector experts Idil Bayram, Adam Dunlop, and Ben Thompson. Together they will share key insights and answer your questions.
Risks to bear in mind
Capital at risk
This investment is high risk. The value of an investment, and any income from it, can fall as well as rise and investors may not get back the full amount they put in. Even with our ‘Growth Shield’, there’s no guarantee that the target return will be achieved, and investors could lose money.
Tax treatment may change
The Service is based on current tax legislation which could change in the future. Tax relief depends on the companies we invest in maintaining BR-qualifying status. Tax treatment depends on individual circumstances and may change in the future.
The investment may be volatile and difficult to sell
The shares of unquoted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
BR is assessed on a case-by-case basis
We cannot guarantee that the investments we make will qualify for BR in every case in the future. HMRC will only conduct a BR assessment after the death of an investor, to confirm whether the companies invested in qualify for BR at that time.
Key resources
| Rights Issue FAQs and how to apply | Download | |||
| Rights Issue opportunity document | Download | |||
| Rights Issue client scenario | Download | |||
| Octopus Inheritance Tax Service fees and charges calculator | Learn more | |||
| Octopus Inheritance Tax Service brochure | Download | |||
| Octopus Inheritance Tax Service illustration | Create illustration |
How to invest
We’ve emailed you a pre populated link for an online application for each of your existing clients (as at 22 September 2025). If you’d like a paper application form, please get in touch.
Please note, these are only clients who we’re able to accept online applications for. This will exclude any joint investments, trusts, or executors of an estate, as they’ll need to complete a paper application.
If you have any questions about the offer, or timings, please refer to our Frequently Asked Questions.
Draft suitability report
If you would like a Rights Issue draft suitability report to help with your advice process, please email [email protected]
Get in touch
Get in touch to find out more about our products, access support, or just give us some feedback.
*Rights Issue Shares will be issued on or around 11 December 2025.