An online hub for your tax-planning needs.
Welcome to your tax-planning hub from Octopus Investments - equipping you with the tools you'll need to help your clients in 2016. These tax-planning scenarios will give you fresh perspectives on how to tackle the issues your clients face.
Helping Peter's children receive more of his wealth
Like thousands of people around the UK, 60-year-old Peter is concerned about inheritance tax. His house is worth more than £325,000, so his daughter Emma will have to pay 40% tax on much of his estate when he dies. This includes the Investment Savings Account (ISA) investments he’s been building up over the years.
Discover more about a possible solution for Peter that retains the flexibility of an ISA wrapper without the inheritance tax liabilities.
An ISA that offers inheritance tax exemption
With the end of the tax year fast approaching, many of your clients are probably looking to make the most of their ISA allowance. What if they could transfer into an ISA that mitigates their inheritance tax liabilities?
Find out more about the Octopus AIM Inheritance Tax ISA here – there is no initial fee for advised clients, although an annual management charge and dealing charges will apply.
