Octopus ITS

Octopus offers a range of simple flexible products to reduce your inheritance tax liability. The Octopus Inheritance Tax Service (ITS) was designed in response to demand for an income generating solution to inheritance tax that is lower risk than many other solutions.

All of our inheritance tax products offer exemption from inheritance tax after two years.

Additionally, Octopus ITS is focused on capital preservation and the generation of an income of at least 3% per year.

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Octopus ITS is available for investment now.

Please call us on
0800 316 2349
or contact us online.

Benefits of Investing

Speed: Swift exemption from inheritance tax
Simplicity: No complex product structures
Control: Access to money at all times
Income: Option to take income periodically

Consistent Return

Octopus ITS is designed to provide a consistent return of 3%, but with the benefit of all the money invested becoming exempt from inheritance tax after just two years.

What's more, we've chosen to align our interests with investors by deferring payment of our annual management charges and only taking them when an investor withdraws from Octopus ITS, and only if it has generated the trageted return of 3%.

Please remember that the value of an investment in this product may fall as well as rise and an investor may not get back the full amount invested. Tax rules and regulations are subject to change. Please note that there is no guarantee that the 3% targeted return will be achieved. This investment is designed to be held for the medium to long term.

Octopus ITS

Get a Brochure

Apply Now

Benefits of Investing

Consistent Return

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