INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

A Q&A session on the Rights Issue opportunity


Date Available now on demand Duration 30 minutes

Register to attend

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

This on demand webinar was recorded on 13 September 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

If you’d like to find out more about the Rights Issue opportunity for existing Octopus Inheritance Tax clients and hear what your peers are asking, please register for our Q&A session.

Ed Fellows, Head of the Octopus Inheritance Tax Service, Camilla Wilkes, Senior Business Line Manager for Inheritance Tax and Nick Maidment, Regional Head of Sales, will answer the most frequently asked questions on the topic, including:

  • An update on recent performance of the Service.
  • How and when the funds raised will be deployed.
  • Implications of raising a large amount into the Service.

Some risks to keep in mind:

  • The value of an investment in the Octopus Inheritance Tax Service could fall as well as rise, and investors might not get back the full amount invested.
  • Companies we choose to invest in within the Octopus Inheritance Tax Service, are unquoted and not listed on any Stock Exchange, which means that shares can be difficult to sell.
  • Investments within the Octopus Inheritance Tax Service are managed in such a way to qualify for business relief but qualification cannot be guaranteed. Tax treatment depends on individual circumstances, and tax rules could change in the future.
  • Tax relief depends on portfolio companies continuing to qualify for business relief in the future, not just today.