Introducing the Octopus Inheritance Tax Service
The Octopus Inheritance Tax Service gives your clients the opportunity to invest in the shares of one or more unlisted UK companies that are having a positive impact on the growth of the UK economy. We select companies that we expect to qualify for Business Property Relief (BPR). This is a government-approved relief from inheritance tax. Provided the investment has been held for at least two years and at the time of your client’s death, it can be left to their beneficiaries free of inheritance tax. The service has the aim of preserving capital and delivering a consistent, but modest, level of return.
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 and please read the product brochure for full details of fees, charges and risks.