How Carol’s adviser solved her IHT problem

For professional advisers only

Meet Carol. She inherited sizeable assets from her late husband.

She’d like to leave her estate to her grandchildren, preferably without them needing to pay a large inheritance tax bill.

But Carol is reluctant to give away assets in her lifetime.

So her adviser suggests a possible solution.

Watch the video >>

Octopus products put capital at risk.

Tax treatment is subject to circumstances, current legislation and maintaining qualifying status.

We do not offer investment or tax advice. 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. Issued: June 2020. CAM009829.

This Week’s Most Read

Latest IFA Magazine Podcast Episodes

Keep updated on the most important financial events 

Make sure you are an informed

wealth professional..

Adblock Blocker

We have detected that you are using

adblocking plugin in your browser. 

IFA Magazine