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5 steps to growing your estate planning business

How to make the most of this huge opportunity

Visit the estate planning hub

Document library

Brochures, factsheet and other helpful documents

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Local Business Development Managers

Our award-winning business development managers are here to support you

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Products and services

Our investments are designed to help with the everyday financial issues faced by real people. And we want to make a big impact in everything we do.

Market-leading VCTs

The UK’s largest provider of venture capital trusts. Because we’re big believers in smaller companies.

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Estate planning investments

Several ways to help clients pass on more of their wealth. Including an inheritance tax-free ISA.

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Property-backed lending

Octopus Choice is a P2P product that targets a return from a portfolio of loans backed by bricks and mortar.

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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 the VCT maintaining its VCT-qualifying status or portfolio companies maintaining their BPR-qualifying status. VCT, smaller and unquoted company shares are by their nature high risk, their share price may be volatile and they may be hard to sell. You’ll find our full guide to risks here

Money invested through Octopus Choice is concentrated in loans backed by property and could be affected by market conditions. For the same reason, instant access to your clients’ invested capital cannot be guaranteed.

Peer-to-peer investments are not protected by the Financial Services Compensation Scheme (FSCS).