Inheritance Tax and Estate Planning with Octopus Legacy

Did you know that inheritance tax kicks in when your estate is worth more than £325,000 when you die?

If you own a flat or house in the more expensive areas of the UK, you could easily fall into this category, so having a will in place is really important. And means you can rest in peace knowing your loved ones are taken care of. 

What we’ll cover:

  • How Inheritance Tax works
  • Who pays Inheritance Tax
  • Thresholds, rules and allowances

Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.

Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.

As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.