Welcome to Octopus Investments
Our investments help people plan for their financial future.
Welcome to Octopus Investments
Our investments help people plan for their financial future.
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.
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.
Events & webinars
Upcoming webinar: An update on the Octopus AIM Inheritance Tax Service
Octopus Live Online: The Estate Planning Show (episode 1)
Octopus Live Online: The Estate Planning Show (episode 2)
On demand: Introduction to inheritance tax
On demand: Introduction to Business Property Relief and client planning scenarios
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