A quarterly update on the Octopus Inheritance Tax Service

Overview

Date Tuesday, 23rd November 2021, 11:00am Duration 30 minutes

Register to watch

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

Watch this quarterly webinar, where Robert Skinner, Head of the Octopus Inheritance Tax Service, provides an update on the Service. 

This webinar is a good opportunity to hear from our investment team about how your client's portfolio is invested and assist with any potential cases you are currently considering.  

Risks to bear in mind

  • The value of an Octopus Inheritance Tax Service investment can fall as well as rise. Investors may not get back the full amount they invest. 
  • Tax treatment depends on individual circumstances and 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. 

Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. Issued: September 2021. CAM010564