Octopus - How Alan’s adviser helped with his IHT liabilityMeet 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.
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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.