Quarterly update on the Octopus Inheritance Tax Service

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

This on demand webinar was recorded on 28 November 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.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 an answer.

Watch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.

This webinar is a good opportunity to hear from our investment team about how your client's portfolio is invested and assist with any potential cases you are currently considering.

Some risks to keep in mind:

• The value of an Octopus Inheritance Tax Service investment 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 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.

Ed Fellows

Head of the Octopus Inheritance Tax Service