Quarterly update on the Octopus AIM Inheritance Tax Service

This on demand webinar was recorded on 7 November 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.

Watch this webinar for your quarterly update on the Octopus AIM Inheritance Tax Service and hear our lead fund manager’s thoughts on the AIM market.

Richard Power, Head of Quoted Companies will talk about:

• The performance of the Octopus AIM Inheritance Tax Service.
• His team’s approach to investing in AIM companies.
• An update on some of the exciting portfolio companies and opportunities for investors.

Key risks:

• 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 AIM-listed 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.

Richard Power

Head of Quoted Smaller Companies Team

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