octopusinvestments.com
Open in
urlscan Pro
141.193.213.21
Public Scan
URL:
https://octopusinvestments.com/
Submission: On March 21 via api from IE — Scanned from DE
Submission: On March 21 via api from IE — Scanned from DE
Form analysis 1 forms found in the DOM
<form autocomplete="off" role="search" class="jetpack-instant-search__search-results-search-form">
<div class="jetpack-instant-search__search-form">
<div class="jetpack-instant-search__box"><label class="jetpack-instant-search__box-label" for="jetpack-instant-search__box-input-1">
<div class="jetpack-instant-search__box-gridicon"><svg class="gridicon gridicons-search " focusable="true" height="24" viewBox="0 0 24 24" width="24" xmlns="http://www.w3.org/2000/svg" aria-hidden="false" style="height: 24px; width: 24px;">
<title>Magnifying Glass</title>
<g>
<path d="M21 19l-5.154-5.154C16.574 12.742 17 11.42 17 10c0-3.866-3.134-7-7-7s-7 3.134-7 7 3.134 7 7 7c1.42 0 2.742-.426 3.846-1.154L19 21l2-2zM5 10c0-2.757 2.243-5 5-5s5 2.243 5 5-2.243 5-5 5-5-2.243-5-5z"></path>
</g>
</svg></div><input autocomplete="off" id="jetpack-instant-search__box-input-1" class="search-field jetpack-instant-search__box-input" inputmode="search" placeholder="Search…" type="search"><button class="screen-reader-text assistive-text"
tabindex="-1">Search</button>
</label></div>
</div>
</form>Text Content
YOUR CHOICE REGARDING COOKIES ON THIS SITE
We use cookies to optimise site functionality and give you the best possible
experience.
I Accept CookiesI Do Not Accept CookiesSettings
WELCOME TO OCTOPUS INVESTMENTS
Please tell us who you are...
Individual investorFinancial adviserInstitutional investorI'm none of these
The information provided on this website is only intended for:
* UK financial advisers
* Wealth managers
* Paraplanners
* And staff
at firms authorised by the Financial Conduct Authority to carry out regulated
financial activities, who are visiting this site in that capacity.
Be aware that some of our products are high risk, and you should read the risks
associated with each product before deciding whether to recommend them to a
client. You’ll find the risks on the relevant product webpage and on our guide
to risks page.
Nothing on this website should be taken as a recommendation. We’re an investment
company. We don’t offer investment, tax or legal advice.
Please confirm you have read the information above.
This website is intended for retail clients.
None of the information provided is investment or tax advice and we always
recommend you speak to a financial adviser before investing.
Some of our products are high risk and you should read the associated risks
before deciding whether to invest. These can be found on the relevant product
web pages and in our guide to risks.
Please confirm you have read the information above.
This website is intended for retail clients.
None of the information provided is investment or tax advice and we always
recommend you speak to a financial adviser before investing.
Some of our products are high risk and you should read the associated risks
before deciding whether to invest. These can be found on the relevant product
web pages and in our guide to risks.
Please confirm you have read the information above.
Before accessing this website you must confirm you meet the below criteria and
are happy to proceed based on the information provided. If you are not able to
make this confirmation you must not proceed any further and should decline to
accept these terms.
The information contained on this website is directed at and to be accessed by
persons in the United Kingdom only, and not at any other country where the
extension of availability of such information/materials would breach any
applicable law or regulation.
The content of this website is directed at persons having professional
experience of participating in unregulated schemes, and units/schemes that are
promoted are available only to such persons. Persons who do not have
professional experience in participating in unregulated schemes should not rely
on it. It is for general information only and should not be regarded as
constituting an offer or a solicitation to buy or sell any securities, or as
investment or tax advice.
If you are in any doubt as to the suitability of the products for your
circumstances, please seek specialist financial or tax advice. Participation in
these schemes will put capital at risk and will be illiquid. More detailed
information on the specific risks of the fund/strategy will be available in the
offer document/prospectus/on request.By entering this website you agree to our
Terms & Conditions found here. Please confirm you have read and agree to the
information above.
* Individual investor
* Adviser
* Institutional investor
Login
Home
* Products
Products
Explore our range of investments.
* Business Relief
Business ReliefLearn more
* Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth
free from inheritance tax.
* Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more
wealth and target growth.
* Octopus AIM Inheritance Tax ISATarget growth and inheritance tax
exemption within an ISA wrapper.
* Corporate Inheritance Tax planningWhen a company has too much cash, it
can affect its ability to be free from inheritance tax. But companies
have options.
* Venture Capital Trusts
Venture Capital TrustsLearn more
* Octopus Future Generations VCTInvesting in businesses that are helping
to build a sustainable planet, empower people, or revitalise
healthcare.
* Octopus Titan VCTInvestments in tech-enabled businesses with high
growth potential.
* Octopus Apollo VCTAccelerating the growth of proven businesses.
* Octopus AIM VCTsInvests in VCT-qualifying companies listed on the AIM
index.
* Enterprise Investment Scheme
Enterprise Investment SchemeLearn more
* Octopus Ventures Knowledge Intensive EIS Fund
* Funds
FundsLearn more
* FP Octopus UK Micro Cap Growth FundHelping investors looking for
long-term growth from UK smaller companies.
* FP Octopus UK Multi Cap Income FundTarget long-term growth and an
attractive dividend yield.
* FP Octopus UK Future Generations FundWe’re targeting long-term capital
growth by focusing on investing in companies, aligned with our
sustainable investment themes.
* More products
More products
* Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
* Octopus ChoiceManage your Choice account.
* Octopus CashManage your Cash account.
* About us
About us
* About
* Leadership team
* Careers
* Educate
Educate
* Client planning
Client planningLearn more
* All client planningHow tax-efficient investments could help a wide
variety of clients.
* Estate planning while retaining accessHelp clients plan for inheritance
tax while keeping control of their assets.
* Tax planning for high earnersHelp high-earning clients find additional
ways to invest tax-efficiently.
* Planning for business ownersHelp clients respond to the tax
implications of owning or selling a business.
* Corporate Inheritance Tax planningWhen a company has too much cash, it
can affect its ability to be free from inheritance tax. But companies
have options.
* Tax-efficient investments explained
* How else we can help you
How else we can help youLearn more
* Intergenerational planningExplore resources you can use to support your
intergenerational planning strategy.
* Professional connectionsTake in the benefits of working with
professional connections.
* Introduction to responsible investing
* Resources
* Webinars
* Contact
* Products
Products
Explore our range of investments.
* Business Relief
Business ReliefLearn more
* Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth
free from inheritance tax.
* Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more
wealth and target growth.
* Octopus AIM Inheritance Tax ISATarget growth and inheritance tax
exemption within an ISA wrapper.
* Venture Capital Trusts
Venture Capital TrustsLearn more
* Octopus Future Generations VCTInvesting in businesses that are helping
to build a sustainable planet, empower people, or revitalise
healthcare.
* Octopus Titan VCTInvestments in tech-enabled businesses with high
growth potential.
* Octopus Apollo VCTInvestments in small businesses that have already
achieved market success.
* Octopus AIM VCTsInvestments in small businesses that have already
achieved market success.
* Enterprise Investment Scheme
Enterprise Investment SchemeLearn more
* Octopus Ventures Knowledge Intensive EIS Fund
* Funds
Funds
* FP Octopus UK Micro Cap Growth FundHelping investors looking for
long-term growth from UK smaller companies.
* FP Octopus UK Multi Cap Income FundTarget long-term growth and an
attractive dividend yield.
* FP Octopus UK Future Generations FundWe’re targeting long-term capital
growth by focusing on investing in companies, aligned with our
sustainable investment themes.
* More products
More products
* Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
* Octopus ChoiceManage your Choice account.
* Octopus CashManage your Cash account.
* About us
About us
* About us
* Leadership team
* Careers
* Resources
* Contact
Search
* Individual investor
* Adviser
* Institutional
Login
* Products
* ProductsExplore our range of investments.
* Business Relief
* Business ReliefTo find out more information Click here
* Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth
free from inheritance tax.
* Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more
wealth and target growth.
* Octopus AIM Inheritance Tax ISATarget growth and inheritance tax
exemption within an ISA wrapper.
* Corporate Inheritance Tax planningWhen a company has too much cash, it
can affect its ability to be free from inheritance tax. But companies
have options.
* Venture Capital Trusts
* Venture Capital TrustsTo find out more information Click here
* Octopus Future Generations VCTInvesting in businesses that are helping
to build a sustainable planet, empower people, or revitalise
healthcare.
* Octopus Titan VCTInvestments in tech-enabled businesses with high
growth potential.
* Octopus Apollo VCTAccelerating the growth of proven businesses.
* Octopus AIM VCTsInvests in VCT-qualifying companies listed on the AIM
index.
* Enterprise Investment Scheme
* Enterprise Investment SchemeTo find out more information Click here
* Octopus Ventures Knowledge Intensive EIS Fund
* Funds
* FundsTo find out more information Click here
* FP Octopus UK Micro Cap Growth FundHelping investors looking for
long-term growth from UK smaller companies.
* FP Octopus UK Multi Cap Income FundTarget long-term growth and an
attractive dividend yield.
* FP Octopus UK Future Generations FundWe’re targeting long-term capital
growth by focusing on investing in companies, aligned with our
sustainable investment themes.
* More products
* More products
* Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
* Octopus ChoiceManage your Choice account.
* Octopus CashManage your Cash account.
* About us
* About us
* About
* Leadership team
* Careers
* Educate
* Educate
* Client planning
* Client planningTo find out more information Click here
* All client planningHow tax-efficient investments could help a wide
variety of clients.
* Estate planning while retaining accessHelp clients plan for inheritance
tax while keeping control of their assets.
* Tax planning for high earnersHelp high-earning clients find additional
ways to invest tax-efficiently.
* Planning for business ownersHelp clients respond to the tax
implications of owning or selling a business.
* Corporate Inheritance Tax planningWhen a company has too much cash, it
can affect its ability to be free from inheritance tax. But companies
have options.
* Tax-efficient investments explained
* How else we can help you
* How else we can help youTo find out more information Click here
* Intergenerational planningExplore resources you can use to support your
intergenerational planning strategy.
* Professional connectionsTake in the benefits of working with
professional connections.
* Introduction to responsible investing
* Resources
* Webinars
* Contact
OCTOPUS INVESTMENTS
We offer investment options and solutions to help with your tax planning.
What are you looking for
Our products
Client planning
Webinars
Online applications
OCTOPUS INVESTMENTS
We offer investment options and solutions to help with your tax planning.
OUR PRODUCTS
Explore our tax-efficient investments. Our products put capital at risk, meaning
you may get back less than you invest. Tax treatment is subject to
circumstances, current legislation and maintaining qualifying status. View risks
Find my local contact
OUR PRODUCTS
Explore our tax-efficient investments. Our products put capital at risk, meaning
you may get back less than you invest. Tax treatment depends on individual
circumstances and tax rules could change in the future. Tax reliefs depend on
investments maintaining their qualifying status. View risks
Talk to our team
BUSINESS RELIEF
Pass on investments free from inheritance tax.
OCTOPUS INHERITANCE TAX SERVICE
Our flagship service targets a steady, predictable return and has been helping
investors pass on more of their wealth for over a decade.
View product
Create illustration
OCTOPUS AIM INHERITANCE TAX SERVICE
This service helps investors pass on more of their wealth while targeting growth
by investing in companies listed on the Alternative Investment Market (AIM).
View product
Create illustration
OCTOPUS AIM INHERITANCE TAX ISA
Investors with large ISA pots can protect more of their wealth from inheritance
tax while keeping it in an ISA wrapper.
View product
Create illustration
OCTOPUS INHERITANCE TAX SERVICE
Our flagship service targets a steady, predictable return and has been helping
investors pass on more of their wealth for over a decade.
View product
OCTOPUS AIM INHERITANCE TAX SERVICE
This service helps investors pass on more of their wealth while targeting growth
by investing in companies listed on the Alternative Investment Market (AIM).
View product
OCTOPUS AIM INHERITANCE TAX ISA
Investors with large ISA pots can protect more of their wealth from inheritance
tax while keeping it in an ISA wrapper.
View product
VENTURE CAPITAL TRUSTS
Back businesses with growth potential.
OCTOPUS FUTURE GENERATIONS VCT
Investing in businesses that are helping to build a sustainable planet, empower
people, or revitalise healthcare.
View product
OCTOPUS TITAN VCT
The UK’s largest VCT invests in a portfolio of over 90 early-stage companies
with the potential for high growth.
View product
OCTOPUS APOLLO VCT
A portfolio of around 40 established smaller companies which targets
commercialised businesses looking to scale.
View product
OCTOPUS AIM VCTS
Two VCTs featuring established portfolios of around 90 AIM-listed companies with
growth potential.
View product
OCTOPUS FUTURE GENERATIONS VCT
Investing in businesses that are helping to build a sustainable planet, empower
people, or revitalise healthcare.
View product
OCTOPUS TITAN VCT
The UK’s largest VCT invests in a portfolio of over 90 early-stage companies
with the potential for high growth.
View product
OCTOPUS APOLLO VCT
A portfolio of around 40 established smaller companies which targets
commercialised businesses looking to scale.
View product
OCTOPUS AIM VCTS
Two VCTs featuring established portfolios of around 90 AIM-listed companies with
growth potential.
View product
ENTERPRISE INVESTMENT SCHEME
Invest in exciting early-stage companies.
OCTOPUS VENTURES KNOWLEDGE INTENSIVE EIS FUND
A Knowledge Intensive EIS Fund managed by the same team as our EIS service,
which benefits from the same pipeline of investment opportunities.
View product
Create Illustration
OCTOPUS VENTURES KNOWLEDGE INTENSIVE EIS FUND
A Knowledge Intensive EIS Fund managed by the same team as our EIS service,
which benefits from the same pipeline of investment opportunities.
View product
OUR INVESTMENT PRODUCTS PUT CAPITAL AT RISK
Remember, the value of an investment, and any income derived from it, can fall
as well as rise. Investors may not get back the full amount they invest.
Tax treatment depends on individual circumstances and could change in the
future.
Tax reliefs depend on VCTs maintaining their qualifying status or portfolio
companies maintaining their BPR- or EIS-qualifying status.
VCT, smaller and unquoted company shares could fall or rise in value more than
other shares listed on the main market of the London Stock Exchange. They may
also be harder to sell.
You’ll find our full guide to risks here.
CLIENT PLANNING SCENARIOS
Learn how our products could help your clients with tax planning.
Estate planning while retaining access
Estate planning that’s effective quickly
Using an ISA for estate planning
Complementary retirement planning
Tax planning for high earners
Planning for business owners
Diversifying a portfolio
TRUSTED FINANCIAL SOLUTIONS
UK’s largest provider of VCTs, EIS and BPR-qualifying investments
£12.8 billion under management*
120+ investment professionals
*At 31 December 2022
WE’RE PART OF OCTOPUS GROUP
Established in 2000, Octopus is a group of businesses investing in people, ideas
and industries that change the world. You might know us through our energy
company, Octopus Energy. Learn more at octopusgroup.com.
WE’RE HERE TO SUPPORT YOU
If you’ve got a question about any of our products or services, please get in
touch.
Find your local contact
CONTACT OUR TEAM
Got a question?
Call us at 0800 316 2067
* Products
* Business Relief
* Venture Capital Trusts
* Enterprise Investment Scheme
* Funds
* About
* About us
* Leadership team
* Careers
* Media Centre
* Responsible Investment Policy
* Learn
* Resources
* Webinars
* Planning scenarios
* Guides
* Calculators
* Insights
* Bridging the Gap
* Support
* Contact
* Brochures
* Application forms
* Guide to risks
* Complaints
* Protect yourself from fraud
Octopus Investments is a part of Octopus Group
* Terms
* Privacy
* Modern Slavery Act
* Cookie notice
© 2023 Octopus Investments. All rights reserved.
*
*
*
Close
SEARCH RESULTS
Magnifying Glass
Search
Close search results
Sort by:
Relevance•Newest•Oldest
NO RESULTS FOUND
FILTER OPTIONS
Close Search
Search powered by Jetpack