Help clients invest
tax-efficiently

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

Invest tax-efficiently for your future

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

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 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.

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 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 90 AIM-listed companies with growth potential.

Octopus Titan VCT

The UK’s largest VCT invests in a portfolio of over 90 early-stage companies with the potential for high growth.

Octopus Apollo VCT

A portfolio of around 50 established smaller companies which targets commercialised businesses looking to scale.

Octopus AIM VCTs

Two VCTs featuring established portfolios of around 90 AIM-listed companies with growth potential.

Enterprise Investment Scheme

Invest in exciting early-stage companies.

Octopus Ventures EIS Service

EIS-qualifying investments have a number of valuable tax reliefs, which encourage people to invest in small businesses with high growth potential.

Octopus Ventures EIS Service

EIS-qualifying investments have a number of valuable tax reliefs, which encourage people to invest in small businesses with high growth potential.

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.

The ISA trap and IHT planning

It’s common for clients to build up significant ISA investments. But few realise their ISA pot could be subject to inheritance tax.

Tune in on Tuesday 8 December to learn more about the advice opportunity.

Trusted financial solutions

UK’s largest provider of VCTs, EIS and BPR-qualifying investments

£10.1 billion under management*

120+ investment professionals

*At 31 March 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.

Contact our team

Got a question?
Call us at 0800 316 2067