16 years of the Octopus
Inheritance Tax Service
A message from our founder
Simon Rogerson explains why we’re offering a promotion to celebrate hitting 16 years of the Octopus Inheritance Tax Service. A “double Octopus”.
Risks to bear in mind
Capital at risk
The value of an investment, and any income from it, can fall as well as rise and investors may not get back the full amount they put in. Even with our ‘Growth Shield’, there’s no guarantee that the target return will be achieved, and investors could lose money.
Tax treatment may change
The Service is based on current tax legislation which could change in the future. Tax relief depends on the companies we invest in maintaining BR-qualifying status. Tax treatment depends on individual circumstances and may change in the future.
The investment may be volatile and difficult to sell
The shares of unquoted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
BR is assessed on a case-by-case basis
We cannot guarantee that the investments we make will qualify for BR in every case in the future. HMRC will only conduct a BR assessment after the death of an investor, to confirm whether the companies invested in qualify for BR at that time.
0% initial fee
Until 10 September 2024
How to apply
You can submit an application online in five easy steps. Fully complete applications and cleared funds must be received by 10 September.
Useful resources for writing a case
Consumer Duty product pack
The pack contains an enhanced level of information to help your case file meet the needs of the latest regulation.
Suitability report
To help you assess and document suitability, we’ve created a draft template.
Third party assessments
Use these third-party reports to support your research and due diligence.
We’re here to help
If you need any help progressing a case, we have a 100-strong Sales and Customer team ready to support you, so please contact your local Business Development Manager.