Investing
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Quarterly update on the Octopus Inheritance Tax Service

Overview

Date Thursday, 29th February 2024, 10:00am Duration 1 hour

Register to attend

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.