Octopus Investments
We offer investment options and solutions to help with your tax planning.
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Octopus Investments
We offer investment options and solutions to help with your tax planning.
Trusted financial solutions
UK’s largest provider of VCTs and BR-qualifying investments
£13.4 billion under management*
*As at June 2024
120+ investment professionals
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
The UK’s largest VCT invests in a portfolio of early-stage companies with the potential for high growth.
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
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 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
UK’s largest provider of VCTs and BR-qualifying investments
£13.4 billion under management*
*As at June 2024
120+ investment professionals
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.