Quarterly update on the Octopus AIM Inheritance Tax Service

This webinar is for professional advisers and paraplanners only. Not to be relied upon by retail clients

Sign up to our quarterly webinar on the Octopus AIM Inheritance Tax Service where Richard Power, lead fund manager provides an update on the service and shares his thoughts on the AIM market.

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Richard Power, Head of Quoted Companies Team.

• The performance of the Octopus AIM Inheritance Tax Service.
• His team’s approach to investing in AIM companies.
• An update on some of the exciting portfolio companies and opportunities for investors.

Some risks to bear in mind

• 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 could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.
• The shares of AIM-listed 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.

Meet your host

Richard Power

Head of Octopus Quoted Companies Team