Octopus AIM Inheritance Tax Service October 2026

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

This on demand webinar was recorded on 14/10/2026. All information will have been correct at the time, but some statistics and deadlines may now be out of date

Join Richard Power, Head of Quoted Companies Team.

In this session, Richard will cover:

• Investment approach 
• September reporting season - recent company updates and catalysts for re-rating 
• Early signs of smaller company outperformance v FTSE All-Share 

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Key risks to keep in mind

• These investments are high risk. 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 AIM-listed companies are likely to fall and rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.