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Investment solutions by Octopus

We don’t try and be everything to everyone. We operate in sectors where we have deep expertise that gives us a real edge.

Most of our products place capital at risk, meaning investors could get back less than their original investment. Investors should understand the risks and read all product literature carefully before deciding to invest.

Venture Capital Trusts

Octopus is the largest manager of venture capital trusts (VCTs) in the UK.

Octopus Apollo VCT – open for investment
Octopus Titan VCT – open for investment
Octopus AIM VCTs

 

Inheritance tax investments

Inheritance tax solutions that help with estate planning.

Octopus Inheritance Tax Service
Octopus AIM Inheritance Tax Service
Octopus AIM Inheritance Tax ISA

Property-backed lending

Peer-to-peer technology now gives investors direct access to investing in property-backed loans.

Octopus Choice

Useful resources

Latest blog: How the VCT market continually evolves

Paul Latham explains why being adaptable is key to managing a successful VCT.

Find out more

6 steps to growing your estate planning business

How to make the most of this huge opportunity.

Find out more

Document library

Brochures, factsheet and other helpful documents.

Find out more

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).