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Spotlight on the Octopus Inheritance Tax Service


Date Available now on demand Duration 43 minutes

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

The Octopus Inheritance Tax Service was set up to help your clients leave more of their wealth to loved ones, by making an inheritance tax-efficient investment targeting predictable growth.

Watch this webinar to take a closer look at the Service, how it works, and how it could help your clients.

In this webinar

  • How the Octopus Inheritance Tax Service targets predictable growth throughout the economic cycle.
  • The underlying companies in the Service, hearing directly from the sector experts.
  • Underlying investment performance within the Service.
  • How we can support you beyond investment to help you write this business.

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 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.

Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. CAM012619.