NEW: Meet the manager – Richard Power, Octopus AIM Inheritance Tax Service

We talk to Richard Power of Octopus Investments to find out how the Octopus AIM Inheritance Tax service is managed, what sort of companies they invest in, and how Covid-19 has affected the portfolio in 2020.

AIM-quoted companies qualify for additional tax breaks in order to encourage people to invest in small growth companies that are going to be that driver of future GDP growth and employment in the UK. Octopus AIM Inheritance Tax Service puts together a portfolio of companies to provide investors with first and foremost a growth portfolio, but also to benefit from Business Property Relief which means that the value of their portfolio will fall outside of their estate for inheritance tax purposes after two years, as long as it’s held at the time of death.

For more details on Octopus AIM Inheritance Tax Service, including documents & how to invest, see https://www.wealthclub.co.uk/y/octopus-aim-iht/.

Highlights:
0:00 What does Octopus AIM Inheritance Tax service do for investors?
1:39 About Octopus and where it has built its reputation
2:35 What specific type of business do they look for?
3:16 What gives a company resilience during periods of economic headwinds?
3:50 AIM has evolved a great deal over the last 10 years
4:20 Investing in Learning Technologies Group
5:15 Investing in Dot Digital
5:59 A ‘stalwart’ investment: RWS Holdings
7:01 The discipline of when to sell a stock
8:02 What kind of companies do they steer clear from?
9:05 How has the Covid-19 pandemic affected the portfolio?
10:41 Is now a good time to invest in AIM?
11:52 How risky is it?
12:53 Ultimately why should investors put their money with Octopus?

IMPORTANT
The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk, more volatile and less liquid than mainstream investments. You could get back less than you invest. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.

Видео NEW: Meet the manager – Richard Power, Octopus AIM Inheritance Tax Service канала Wealth Club