Quarterly update on the Octopus Inheritance Tax Service

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

Our CEO Erin Platts joined our event, alongside Ed Clough, our new Head of Real Assets. They provided a broad update on OITS and discussed a number of important changes.

Some key risks to keep in mind:

• These are high-risk investments. 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 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.
• OITSPlus insurance cover only applies to eligible deaths. Ineligible deaths, or a misrepresentation in the health declaration could result in the Insurer refusing to settle a claim under the Insurance Policy.

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