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Octopus Investments – Enhanced Discounted Gift Solution

Octopus Investments

Enhanced Discounted Gift Solution

Type: IHT mitigation plan

Aim: Reducing IHT liabilities and providing income by investing in unquoted companies through a discounted gift trust and the Octopus secure inheritance tax service

Minimum investment: £30,000

Charges: Initial 5.5%, dealing charge 1% on all transactions within the portfolio

Commission: Initial 2.5%, annual 0.5 %

Tel: 0800 316 2349


Certification guide

Guide: how to… certify your pension scheme

Certification is highly complex and surrounded by a minefield of information and auto-enrolment jargon, which can make it very difficult to understand. However, for many employers it is a necessary process that must be executed successfully.


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