When are ongoing charges paid on inheritance tax portfolios?

Octopus Inheritance Tax Service

The ongoing fee for this product is paid monthly. If you need exact amounts and dates paid, you can find these on your commission statements. 

AIM Inheritance Tax Service/AIM Inheritance Tax ISA

Ongoing fees are paid quarterly (January, April, July & October). You can find exact amounts and dates paid in the cash statement of each client’s portfolio. 

If you’re not part of a network and need access to commission statements, then we just require a director/partner at the firm to email support@octopusinvestments.com confirming your access.