Quarterly update on the Octopus AIM Inheritance Tax Service

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

Watch this webinar for your quarterly update on the Octopus AIM Inheritance Tax Service.

Richard Power, Head of Octopus Quoted Companies Team, and Leigh Stephens, Investment Specialist, will cover:

• Post-Budget overview and what this means for investors.
• Performance of the Octopus AIM Inheritance Tax Service and the team's approach to investing in AIM companies.
• An update on portfolio companies and opportunities for investors.

Key risks:

• 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.

Speakers:

Richard Power

Head of Octopus Quoted Companies Team

Leigh Stephens

Investment Specialist

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