For professional advisers and paraplanners only
Meet Harold. He and his wife are in their 90s and worry time is running out to plan for inheritance tax.
Our products put investor capital at risk.
Tax treatment is subject to circumstances, current legislation and maintaining qualifying status.
Issued by Octopus Investments Limited which is authorised and regulated by the Financial Conduct Authority. Registered Office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No’ 03942880. We record telephone calls. Issued August 2020. CAM009995
