Introducing the Octopus AIM Inheritance Tax Service
The Octopus AIM Inheritance Tax Service invests in a diversified portfolio of smaller companies listed on the Alternative Investment Market (AIM) and targets growth. Most importantly, we only select companies which qualify for Business Property Relief (BPR). As long as shares have been held for at least two years and are still held when the investor dies, they can be left to their beneficiaries free from inheritance tax.
You should keep in mind that tax rules may change in the future, and the value of tax reliefs depends on individual circumstances. You should also know that tax reliefs depend on portfolio companies maintaining their qualifying status. The value of an investment may go down as well as up and investors may not get back what they originally put in.
Make sure you look at the ‘What are the risks?’ section below. For more information on the risks, fees and charges, please read the product brochure at the bottom of this page.
Hear more about the service from our investment managers
Are you interested in the kind of investments we make? Check out our videos about some of the companies we’ve invested into. Watch now