Supporting UK smaller companies
The Octopus AIM Inheritance Tax Service invests into companies listed on the Alternative Investment Market (AIM) that have an established and profitable business with good growth potential. The videos below show a few of the businesses we’ve invested in: CVS Group, Joules, Young’s and Scapa. Narrated by our Octopus Smaller Companies team, these films show the types of companies the Octopus AIM Inheritance Tax Service invests into.
These company examples are for illustrative purposes only. They should not be considered as an investment recommendation. Any personal opinions mentioned may change and should not be seen as advice. Please also remember that when clients invest in the Octopus AIM Inheritance Tax Service their capital is at risk. For further information on investment risks, read Octopus AIM Inheritance Tax Service key risks.
Octopus AIM Inheritance Tax Service key risks
- Please remember 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 smaller companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
Clients should read the Octopus AIM Inheritance Tax Service brochure before deciding to invest.
Find out more about the Octopus AIM Inheritance Tax Service.