Since launching eight years ago in 2007, Octopus Inheritance Tax Service has:
- Never faced a challenge from HMRC on the inheritance tax-free status of an investment.
- Delivered growth in line with a 3% annual growth target after investor shares have been sold.
- Always been able to sell shares within three weeks of a withdrawal request from investors.
8 Client Types
These clients could all benefit from finding out more about the Octopus Inheritance Tax Service.
1) Clients who are elderly or in poor health
2) Clients subject to power of attorney
3) Clients who want to keep control over their money
4) Clients who want to set up a discretionary trust
5) Clients that are selling or have recently sold a business
6) Immediate post death interest trusts (IPDI)
7) Clients that own their own company
8) Clients with existing loan trusts