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We’ve designed our venture capital trust (VCT), inheritance tax and Octopus Choice planning scenarios to help you develop strategies for your clients.

Remember, our products are not suitable for everybody. The value of an investment, and any income from it, can fall as well as rise. Your clients may not get back the full amount they invest.

For our inheritance tax and VCT products, tax treatment depends on individual circumstances and could change in the future. Tax reliefs depend on portfolio companies maintaining their qualifying status. Also remember that the shares of smaller companies and VCT 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. Please also be aware that the VCT ISA has a different risk profile to a traditional cash or stocks and shares ISA. For a fuller discussion of risks, see our guide to risks.