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Octopus Investments

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

Octopus Investments

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

Trusted financial solutions

Ask Octopus – our new IHT and estate planning helpdesk

Do you have a technical question about estate planning, or a question about the tax rules relating to a client’s estate, or the legalities of estate planning? We’re here to offer advisers support.

Spotting opportunities in your client bank

Supporting good outcomes with tax-efficient investments.

  • Estate planning
  • High earners
  • ISA planning
  • Business owners
  • Diversifying a portfolio
  • and much more…

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

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

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.

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).

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.

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.

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).

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.

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.

Octopus Titan VCT

Octopus Apollo VCT

A portfolio of around 40 established smaller companies which targets commercialised businesses looking to scale.

Octopus AIM VCTs

Two VCTs featuring established portfolios of around 80 AIM-listed companies with growth potential.

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.

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.

Funds

Access a portfolio of companies managed by our highly experienced Fund Management team.

FP Octopus UK Micro Cap Growth Fund

Helping investors looking for long-term growth from UK smaller companies.

FP Octopus UK Multi Cap Income Fund

Target long-term growth and an attractive dividend yield.

FP Octopus UK Future Generations Fund

We’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.

Our investment products put capital at risk

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 BR- 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.

Trusted financial solutions

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.