Back office integration
We want to make it easier and quicker for you to serve your clients. Let us know which back office software your firm is currently using so we know wh
Back office integration
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- Business Relief
- Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth free from inheritance tax.
- Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more wealth and target growth.
- Octopus AIM Inheritance Tax ISATarget growth and inheritance tax exemption within an ISA wrapper.
- Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
- Venture Capital Trusts
- Octopus Future Generations VCTInvesting in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
- Octopus Titan VCTInvestments in tech-enabled businesses with high growth potential.
- Octopus Apollo VCTAccelerating the growth of proven businesses.
- Octopus AIM VCTsInvests in VCT-qualifying companies listed on the AIM index.
- Enterprise Investment Scheme
- Funds
- FP Octopus UK Micro Cap Growth FundHelping investors looking for long-term growth from UK smaller companies.
- FP Octopus UK Multi Cap Income FundTarget long-term growth and an attractive dividend yield.
- FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
- Business Relief
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- Client planning
Client planningLearn more
- All client planningHow tax-efficient investments could help a wide variety of clients.
- Estate planning while retaining accessHelp clients plan for inheritance tax while keeping control of their assets.
- Tax planning for high earnersHelp high-earning clients find additional ways to invest tax-efficiently.
- Planning for business ownersHelp clients respond to the tax implications of owning or selling a business.
- Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
- Tax-efficient investments explained
- How else we can help you
How else we can help youLearn more
- Intergenerational planningExplore resources you can use to support your intergenerational planning strategy.
- Professional connectionsTake in the benefits of working with professional connections.
- Introduction to responsible investing
- Consumer Duty
Consumer DutyLearn more
- Your obligations under Consumer DutyReadying your business with tax-efficient investments.
- Consumer Duty and tax-efficient investmentsNew regulation is placing renewed focus on good customer outcomes and fair value.
- Client planning
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- Products
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Products
Explore our range of investments.
- Business Relief
- Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth free from inheritance tax.
- Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more wealth and target growth.
- Octopus AIM Inheritance Tax ISATarget growth and inheritance tax exemption within an ISA wrapper.
- Venture Capital Trusts
- Octopus Future Generations VCTInvesting in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
- Octopus Titan VCTInvestments in tech-enabled businesses with high growth potential.
- Octopus Apollo VCTInvestments in small businesses that have already achieved market success.
- Octopus AIM VCTsInvestments in small businesses that have already achieved market success.
- Enterprise Investment Scheme
- Funds
- FP Octopus UK Micro Cap Growth FundHelping investors looking for long-term growth from UK smaller companies.
- FP Octopus UK Multi Cap Income FundTarget long-term growth and an attractive dividend yield.
- FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
- Business Relief
- Resources
- About us
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About us
- About us
- Leadership team
- Careers
- Contact