Welcome to Octopus Investments

Our investments help people plan for their financial future.
Request a call to find out how we can support you through the present.

Welcome to Octopus Investments

Our investments help people plan for their financial future. 

Explore our resource centre

Find useful operational updates, CPD webinars, planning scenarios and more.

We offer investment options that make our world a better place to be. That’s why over 50,000 investors trust our products.

Our products

Venture capital trusts

Versatile planning tool that can benefit high-earning clients.

Inheritance tax investments

Investments that clients can pass on free from inheritance tax.

Property-backed lending

Using peer-to-peer technology to target regular interest payments from a portfolio of property-backed loans.

Cash savings

Competitive savings rates and more FSCS protection by spreading money across different banks.

Discretionary portfolio management

Managed portfolio services target returns based on risk appetite.

Quoted funds

Equity funds that tap into the potential of UK-listed smaller companies.

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.

Peer-to-peer investments are not protected by the Financial Services Compensation Scheme.

You’ll find our full guide to risks here

Tax reliefs depend on the VCT maintaining its VCT-qualifying status or portfolio companies maintaining their BPR-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.

Learn how BPR could help your clients

Every adviser should have this estate planning tool in their locker. Read why Business Property Relief is becoming a mainstream solution.

BPR-qualifying investments place investor capital at risk. Tax relief depends on personal circumstances, legislation and qualification.

We’re here to support you

Need help with our new website, accessing live updates, or looking for general support? We’ll have one of our team give you a call.

Contact our team

Got a question?
Call us at 0800 316 2067