Rights Issue

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 All information will have been correct at the time, but some statistics and deadlines may now be out of date.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

The Octopus Inheritance Tax Service is a discretionary managed portfolio service. Through this service Octopus has invested your clients’ money into a company expected to qualify for Business Relief.

The company expects to shortly offer shareholders the opportunity to acquire additional shares further to a Rights Issue.

Join our webinar to learn more about this upcoming Rights Issue.

Hear from Ed Fellows, Head of the Octopus Inheritance Tax Service, and Camilla Wilkes, Senior Business Line Manager, who look closely at the opportunity.

In this webinar:

• What a Rights Issue offer is and how it works.
• How it could help your clients.
• Plans for funds raised.

Some risks to keep in mind:

• The value of an investment in the Octopus Inheritance Tax Service could fall as well as rise, and you might not get back the full amount invested.
• Companies we choose to invest in within the Octopus Inheritance Tax Service, are unquoted and not listed on any Stock Exchange, which means that shares can be difficult to sell.
• Investments within the Octopus Inheritance Tax Service are managed in such a way to qualify for business relief but qualification cannot be guaranteed. Tax treatment depends on individual circumstances, and tax rules could change in the future.
• Tax relief depends on portfolio companies continuing to qualify for business relief in the future, not just today.