For professional advisers only
Meet Alan. He sold his business in the last three years.
It had an unintended consequence: his daughters now face a large potential inheritance tax bill.
To complicate things, Alan’s health has recently deteriorated.
So Alan’s adviser suggests a possible solution.
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.
