While it’s been a quarter of a century since Octopus Investments was founded, we still feel as young and as bold as we did when we first started. Thanks to the unwavering support of financial advisers and their clients, we’ve grown to manage more than £10.5 billion.
To celebrate our 25th birthday, we’d like to say thank you to advisers with a series of offers and product enhancements to provide greater value for your clients.
0% initial fee for Octopus Inheritance Tax Service
From 1 February, your clients can invest in the Octopus Inheritance Tax Service with no initial fee*. The Service targets business relief qualification, liquidity if needed and a steady, predictable return and has been helping investors pass on more of their wealth for over a decade. This time-limited opportunity underscores our commitment to investors and our support for financial advisers.
Reduction in Annual Management Charge
Starting 1 February we are also reducing the Annual Management Charge (AMC) for the Service from 1% to 0.5% +VAT. This is now our standard fee and applies to both existing shareholders and new investments. This fee will remain contingent on the product delivering on its target return of 3% per annum and will continue to only be taken on the sale of shares. You can find our standard fees in the latest brochure.
Exciting new developments
Stay tuned for more exciting announcements as part of our 25th anniversary, including other benefits for you and your clients.
*This offer is for advised investors only.
Octopus Inheritance Tax Service
Since its launch in 2007, Octopus Inheritance Tax Service has helped thousands of people to plan for the future. A flexible investment that can be left to your loved ones free from inheritance tax.
Key risks to keep in mind
- This is a high-risk investment. 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 tax rules could change in the future.
- Tax relief depends on portfolio companies maintaining their qualifying status.
- 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.
