Octopus and APS

For professional advisers only. Not to be relied upon by retail investors.

For many clients, putting a will in place brings about the realisation that their estate may suffer from inheritance tax. This could be the ideal time to bring up the subject of estate planning and to suggest ways in which your client can plan for inheritance tax, without necessarily losing control over assets in their possession.

Octopus has partnered with APS to spread awareness of this growing advice opportunity. We’re the UK’s largest manager of investments that qualify for Business Property Relief (BPR)*. BPR-qualifying investments offer a number of advantages over traditional estate planning options like gifting, life insurance and trusts.

The tax-efficient investments are considered high risk.
  • The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
  • Tax rules may change in the future and the value of tax relief depends on your clients’ personal circumstances. Tax relief depends on portfolio companies maintaining their qualifying status.
  • Shares of smaller and unquoted companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
*Tax Efficient Review 2017

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: December 2017. M2-CAM06291.