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 * Individual investor
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Home
 * Products
      Products
      Explore our range of investments.
    * Business Property Relief
      Business Property 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 EIS ServicePowering Pioneers
   
    * 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
    * Meet Ruth Handcock
    * Meet Jonathan Digges
    * Careers

 * Learn
      Learn
      
    * 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 Property Relief
      Business Property 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 EIS ServicePowering pioneers
   
    * 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
    * Meet Ruth Handcock
    * Meet Jonathan Digges
    * Careers

 * Resources
 * Contact

Search
 * Individual investor
 * Adviser
 * Institutional

Login
 * Products
    * ProductsExplore our range of investments.
    * Business Property Relief
       * Business Property 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 EIS ServicePowering Pioneers
   
    * 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
    * Meet Ruth Handcock
    * Meet Jonathan Digges
    * Careers

 * Learn
    * Learn
    * 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


HELP CLIENTS INVEST
TAX-EFFICIENTLY

We offer investment options and solutions to help
your clients with tax planning.

What are you looking for?

Our products

Client planning

Webinars

Online applications




INVEST TAX-EFFICIENTLY FOR YOUR FUTURE

We offer investment options and solutions to help with your tax planning.




JOIN US AT OCTOPUS LIVE:


ESTATE PLANNING ROADSHOW

From 6th – 24th June 2022. Find your nearest seminar.

Register now





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 PROPERTY 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.

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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
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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
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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


OCTOPUS VENTURES EIS SERVICE



A portfolio of around 10 -15 early-stage businesses with high growth potential,
selected by one of Europe’s most established venture capital teams, that offers
a number of valuable tax reliefs which offer some compensation for taking on
high risk.

View product
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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


OCTOPUS VENTURES EIS SERVICE



A portfolio of around 10 -15 early-stage businesses with high growth potential,
selected by one of Europe’s most established venture capital teams, that offers
a number of valuable tax reliefs which offer some compensation for taking on
high risk.

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

£12.4 billion under management*

120+ investment professionals

*At 31 December 2021




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



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