An introduction to the Octopus Inheritance Tax Service

Watch this on demand webinar on our flagship inheritance tax product, the Octopus Inheritance Tax Service, to hear Jessica Franks, Head of Tax at Octopus, and Robert Skinner, Head of the Octopus Inheritance Tax Service, cover:

• What the Service is and how it can help your clients
• How the three core objectives of BPR-qualification, liquidity and predictable growth are achieved
• A look under the bonnet of the underlying investments
• How the Service is managed

The speakers

Jessica Franks

Head of Retail Investment Products

Rob Skinner

Head of Octopus Inheritance Tax Service Team

Key risks to bear in mind

• The value of a BPR-qualifying 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 could change in the future.
• Tax relief depends on portfolio companies maintaining qualifying status.