The ISA Trap and IHT Planning

Overview

Date Thursday, 16th December 2021, 10:00am Duration 1 hour 14 minutes

Register to watch

Watch this webinar to learn:

  • Why clients can fall into a trap with ISAs, and why there is a need for advice.
  • How you could make a client’s ISA inheritance tax efficient.
  • Why the AIM market is an attractive investment opportunity, and how Richard Power, lead fund manager of the Octopus AIM Inheritance Tax ISA, approaches AIM investing.

This webinar is CPD-qualifying.

Risks to bear in mind

  • The value of a BPR-qualifying 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 qualifying status.
  • The value of shares of smaller companies could fall or rise more than shares of companies listed on the main market of the London Stock Exchange. These shares may also be harder to sell. 
  • An Octopus AIM Inheritance Tax ISA is likely to be higher risk than more mainstream stocks and shares ISAs.

Speakers

Nick Bird

Nick Bird

Head of Strategic Growth
Richard Power

Richard Power

Head of Quoted Smaller Companies Team
Stephen Henderson

Stephen Henderson

Investment Manager