Octopus Investments’ Post

It’s common for people to find inheritance tax confusing. That’s why many put off having a discussion about it. “What’s the residence nil-rate band?” “Will my ISA be taxed?” “What even is inheritance tax?” These are just some of the questions that come up time and time again. But here’s the thing – inheritance tax doesn’t have to be complicated. This article will give you a good overview of the basics and help you feel prepared for a meeting with your financial adviser, who will help you understand your own position in more detail: https://bit.ly/4eh9WQ1

The UK faces regional inequality, climate challenges and a high cost of living. However, a new wave of sustainable infrastructure is emerging which could be one potential solution that targets all of these challenges. Institutional investors have the opportunity to invest in emerging technologies such as electric vehicle charging, clean fuels, and energy-efficient digital infrastructure – all of which can help accelerate our journey to net zero, whilst having the potential to create millions of new jobs and revitalise our economy. Institutional investors can read our article to find out more : https://bit.ly/3XHr4si

There's never been a stronger reminder of the importance of a healthy ecosystem than the challenges we face today. So, how are ESG-focused investors factoring this critical issue into their portfolios? Join Alex Godfrey, Investment Director at Octopus Investments, as he speaks on the panel, "Natural Capital: Protecting the Ecosystem" at The ESG Club Conference 2024. Date: Wednesday, 3 July 2024 Time: 09:40 – 10:25am. Alex will be joined by leading industry experts to discuss how we can invest in protecting our natural world. Don't miss out on this insightful discussion! https://bit.ly/4eGufGQ #ESGClub2024 #NaturalCapital

An interesting article in Trustnet last week looking at how equity income funds need to achieve a delicate balancing act, in which our FP Octopus UK Multi Cap Income Fund is mentioned, alongside other established funds. Our products and services will place your capital at risk. Click here to read the full article: https://bit.ly/3RIE1hV

If your estate has an inheritance tax liability, your beneficiaries will have to pay the inheritance tax bill. This may not be the kind of legacy most people think of leaving behind. The good news is that there are plenty of things you can do in your lifetime to take care of a potential inheritance tax problem. But finding the right options for you will depend on your personal circumstances. In this guide, we set out some of your options in more detail to help you make an informed choice. Read the guide on our website: https://bit.ly/3VSWGdn

With a growing aging population and half of the UK’s care homes being registered over 20 years ago, the UK is facing a shortage of quality care homes. We're on a mission to change that with our care homes strategy. Introducing Hepworth House in Wakefield: a new 66-bed care home designed for exceptional care and built with the environment in mind. Spacious rooms, advanced draining systems, and ground source heating are just a few highlights. Institutional investors can discover more about Hepworth House: https://bit.ly/3UT83A6 #CareHomes #SustainableInvestment #TheFutureofCare

We were proud sponsors of the ‘Entrepreneur of the Year’ award at this year’s Enterprise Investment Scheme Association Awards🏆 The event recognises excellence in various categories across the EIS and SEIS ecosystem, and we were honoured to be part of the annual ceremony held at the House of Lords. Huge congratulations from everyone at Octopus Investments to this year’s winner 🎉Ishani Malhotra🎉

If you thought inheritance tax was just for extremely wealthy people to worry about, think again. Rising property prices mean more estates than ever are likely to face an inheritance tax bill. In fact, the amount of inheritance tax collected is expected to reach £9.7 billion by 2028-29. Although often in the news, inheritance tax is still not widely understood. That’s worrying because it affects thousands of families every year. We hope our introduction to inheritance tax guide helps explain the topic (Link to the guide👇). You can also find out more on our website or from speaking to your financial adviser: https://bit.ly/3VSWGdn