Quarterly update on the Octopus AIM Inheritance Tax Service

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

This on demand webinar was recorded on 6 May 2025. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with you.

The webinar was hosted by Richard Power, Head of Quoted Companies Team and Leigh Stephens, Investment Specialist.

What this webinar covered:

• Introduction to the Octopus Quoted Companies Team
• AIM and the long-term case for UK smaller companies.
• The Octopus AIM Inheritance Tax Service.
• Current valuations and the recovery opportunity

By registering, your personal data will be processed by Octopus Investments (OI) in accordance with our Privacy Notice. You can opt-out from marketing communications at any time by emailing [email protected].

Some key risks to keep 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 hosts

Richard Power

Head of Octopus Quoted Companies Team

Leigh Stephens

Investment Specialist