Investing

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In person events

Octopus Live in the Capital 2025

The Great Advice Shift: Evolving tax planning across generations

Join us on Tuesday, 23 September at the Barbican for our flagship event where industry-leading experts and the financial planning community will come together for one day in London. Together, we will focus on the theme of navigating change in an evolving tax landscape.

Upcoming events

Upcoming webinarTax-efficient investments

6 May 2025 11:30am

Quarterly update on the Octopus AIM Inheritance Tax Service

Sign up to our quarterly webinar on the Octopus AIM Inheritance Tax Service where Richard Power, lead fund manager provides an update on the service and shares his thoughts on the AIM market.

Duration: 1hour

Upcoming webinars

Available to watch now

On demand webinarVenture Capital Trusts

Octopus Titan VCT – performance update

Join the Octopus Titan VCT Performance Update Webinar to hear from our experts as they share the latest portfolio updates and performance insights.

Duration: 39mins

On demand webinarQuoted funds

Webinar from the Octopus Quoted Companies Team: The team’s investment philosophy, process, and opportunities within the FP Octopus UK Multi Cap Income Fund

Watch this on-demand webinar where Chris McVey explores the philosophy, process, and opportunities within the FP Octopus UK Multi Cap Income Fund.

Duration: 56mins

On demand webinarInheritance tax

Estate planning moving forward: Taking the next steps in untangling inheritance tax

In part two of our estate planning webinar series, we delve deeper to help you understand how a combination of Business Relief (BR) and other estate planning strategies could be suitable for your clients in the post-Budget landscape.

On demand webinarCPD activity

A deep dive into the Residence Nil Rate Band

Join Toyin Oyeneyin, our in-house tax product expert, as she hosts an in-depth session on the Residence Nil Rate Band.

Duration: 30mins

On demand webinarBusiness Relief

Octopus Live on demand

Octopus Live in the Capital 2024 was a fantastic event that brought together financial advisers and leading figures from across the industry to drive the future of estate planning.

On demand webinar

Estate planning now and moving forward: How the Budget could impact what you recommend

The Autumn Budget has laid a clearer path for clients and their inheritance tax planning, ending any speculation. Join us for a webinar where we'll cover the changes and help you explore new client opportunities.

Duration: 1hour 7mins

On demand webinarTax-efficient investments

Octopus AIM Inheritance Tax Service: Post Budget Update

Watch this Quarterly AIM Inheritance Tax Service webinar exploring the AIM opportunities post Budget.

Duration: 1hour 1min

On demand webinarBusiness Relief

Quarterly update on the Octopus Inheritance Tax Service

Watch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.

Duration: 44mins

On demand webinarTax-efficient investmentsCPD activity

Prioritising estate planning

Support your understanding of key estate planning strategies and help clients take action.

Duration: 36mins

On demand webinarTax-efficient investmentsCPD activity

Spotting opportunities in your client bank

Spot estate planning opportunities in this session covering client scenarios.

Duration: 30mins

On demand webinarTax-efficient investmentsCPD activity

Writing Business Relief cases with confidence

How to recommend the right Business Relief product for your client.

Duration: 31mins

On demand webinarQuoted fundsCPD activity

FP Octopus UK Multi Cap Income fund – 5 year anniversary

Hear from Chris McVey, lead fund manager of the FP Octopus UK Multi Cap Income Fund

Duration: 56mins

Navy background with colourful circle design

On demand webinarTax-efficient investmentsCPD activity

Tax year end webinar: Investment opportunities in the current economy

If you missed our national event series, join this wrap up webinar to help you spot opportunities at tax year end.

Duration: 1hour 3mins

On demand webinarBusiness ReliefTax-efficient investmentsCPD activity

For Advisers: Getting Estate Planning Right

This webinar gives you an opportunity to introduce any relevant clients to inheritance tax and the key ways to plan for it, including Business Relief. 

Duration: 1hour 2mins

On demand webinarBusiness ReliefTax-efficient investments

For Investors: Getting Estate Planning Right

Feel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.  

Duration: 1hour 2mins

On demand webinarBusiness ReliefTax-efficient investments

For Investors: Getting Estate Planning Right

Feel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.  

Duration: 1hour 2mins

CPD webinars

On demand webinarBusiness ReliefCPD activity

Introduction to inheritance tax

Business Development Managers Nick Bird and Steve Godfrey give an introduction to inheritance tax, discussing a number of available estate planning solutions. This session is CPD accredited.

Duration: 54mins

On demand webinarVenture Capital TrustsCPD activity

Identifying clients who could benefit from a VCT

Business Development Managers Jim Cavey and Peter Marsland give an introduction to venture capital trusts (VCTs) and discuss client planning ideas where VCTs could be used. This session is CPD accredited.

Duration: 38mins

On demand webinarBusiness ReliefCPD activity

Identifying clients who could benefit from Business Relief

Watch this on demand webinar to hear planning ideas for common client scenarios where a client could benefit from a Business Relief-qualifying investment.

Duration: 37mins

An award-winning investment provider

Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, ten years running.