Octopus Investments

Sunday, May 12 2019 by
1

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........

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As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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1 Post on this Thread show/hide all

donald pond 13th May 1 of 1

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!

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