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Coronavirus and the Octopus AIM Inheritance Tax Service and ISA
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
Venture Capital Trusts
Venture Capital TrustsTo find out more information Click here
Octopus Future Generations VCTInvesting in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
Octopus Titan VCTInvestments in tech-enabled businesses with high growth potential.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
AIM Inheritance Tax ServiceAIM Inheritance Tax ISA
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Coronavirus and the Octopus AIM Inheritance Tax Service and ISA
4:54pm 18 Mar 2020 - Written by Shamik Parekh
A reminder about our investment approach
With the outbreak of coronavirus impacting global markets, the information below is our latest update on the Octopus AIM Inheritance Tax Service.
A reminder about our investment approach
The Octopus AIM Inheritance Tax Service is invested across a
portfolio of between 25 and 30 companies listed on the Alternative Investment
Market (AIM). These portfolios are actively managed by my experienced team of
AIM specialists.
These companies are established and profitable. In fact,
many of our core holdings are global leaders in their sectors.
The team looks for a sound business model and has a natural
lean towards technology and business services. This is intentional, as these
companies tend to have more reliable earnings, especially in times of crisis.
We have limited exposure to the areas impacted most in
recent weeks. We have minimal exposure to leisure and retail sectors and no
exposure to the banking or oil and gas sectors.
We take a three to five-year investment view, so it’s important to bear this in mind against a backdrop of markets that react to hourly news bulletins.
What we expect in the coming months
What we expect in the coming months
Equity markets have suffered steep falls across the globe, reflecting the level of uncertainty that persists.
We expect there to be significant opportunities over the next few weeks as markets tend to over-react in these instances. We are therefore selectively buying shares for new portfolios at price levels we believe will prove attractive on a twelve-month view.
We expect to see share prices begin to normalise once the peak of the virus has passed, based on what has happened to share prices in China.
Get in touch
We understand that you may have further questions related to your particular situation.
Please don’t hesitate to call us on 0800 316 2067 and ask to be put through to my team.