Help clients invest
tax-efficiently
We offer investment options and solutions to help
your clients with tax planning.
What are you looking for?
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
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 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.
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.
Client planning scenarios
Learn how our products could help your clients with tax planning.
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