Inheritance tax and ISAs – webinar

Archived article

Archived article: please remember tax and investment rules and circumstances can change over time. This article reflects our views at the time of publication.

Important: The information on this website is for experienced investors. It is not advice nor a research or personal recommendation to invest. If you’re unsure, please seek advice. Investments are for the long term. They are high risk and illiquid and can fall as well as rise in value, so you could get back less than you invest. Tax rules change and benefits depend on circumstances.

Are you an experienced investor worried about inheritance tax?

Watch this webinar, issued by Octopus Investments, to find out:

  • How inheritance tax works, in brief
  • Why wealthy ISA investors might be affected by inheritance tax
  • What AIM Inheritance Tax ISAs are – benefits and risks
  • What companies are in the Octopus AIM ISA portfolio: why they were selected and how they are faring through the current crisis
  • How the Octopus AIM ISA service has performed over the years

Please note, the webinar uses examples for a single person: different rules apply if you are married or in a civil partnership.

Inheritance tax and ISAs – webinar from Octopus Investments

This webinar has been produced and issued by Octopus Investments exclusively for Wealth Club investors. Read more about Octopus Investments

Risks – important

AIM Inheritance tax portfolios are only for experienced investors who can afford to lose the money they invest. Neither Wealth Club nor Octopus Investments offer investment or tax advice or personal recommendations. If you are unsure an investment is right for you, please seek specialist advice. 

What might you consider next?

The Octopus AIM ISA is one of our featured offers, however, there are other providers that offer this kind of service. You should carefully consider all options before investing.

Read more on the Octopus AIM ISA

Find out about the Octopus AIM Inheritance Tax portfolio, available inside or outside an ISA. Read about its investment strategy, risks, charges and performance and apply online. Invest through Wealth Club for less than going direct.

View all available AIM ISA offers

Compare investment strategy, risks, charges and performance and apply online. 

Download our free report on how to make your ISA IHT free

Get all the main facts in one place: how IHT works, what happens to your ISA when you die, what options experienced investors have: benefits and risks.  

Talk to us

Do you have any questions? You can talk to us. We cannot give you advice or make personal recommendations but we can help you find the main facts so you can make your own informed decisions.  

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.