Welcome to Octopus Investments
Our investments help people plan for their financial future.
Events & webinars
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.
Using peer-to-peer technology to target regular interest payments from a portfolio of property-backed loans.
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.
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.
Don’t miss the upcoming Octopus Online Show
Maximising the tax planning opportunities in your client bank
Tune in Thursday, 5 November, 10am.
Our investments put capital at risk.
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