My father died in 2013 and my mother went into care with dementia last year. I've been managing the family finances since Dad died.
As very little had been done about IHT, we took the decision to invest in AIM shares and are very comfortable with this.
One of the few things that had been done was to invest in the Octopus Inheritance Tax Service - which appears to have delivered on its aim of low growth, low volatility with the fees being covered by by "excess" growth. And, hopefully, IHT exemption.
I wonder if any other Stockopedians have an investment - or decided not to invest? There are a couple of things I don't understand about the investment. Might be simpler to message me........
No experience of this but purely by chance was looking at it today to advise the inlaws. So if you have any insights please do share them!
