Octopus - How Carol's adviser solved her IHT problemMeet 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.
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.