How we can help

Our easy to use resources are designed to help you open up a conversation with your clients about inheritance tax and show them the extent of the liability on their estate:

A guide to inheritance taxView icon  Designed for you, so you can walk your clients through their options.

Inheritance tax toolsView icon  Online calculators that can help people make sense of their situation.

Find your local BDMView icon  Our Business Development Managers will support you, wherever you are.

Products and services

We’re the UK’s largest manager of investments that qualify for Business Property Relief (BPR). Once BPR-qualifying shares have been owned for at least two years, they can be passed on free from inheritance tax upon the death of the shareholder.

Octopus Inheritance Tax Service

Our flagship service has been helping investors pass on more of their wealth to their loved ones for nearly a decade.

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Octopus AIM Inheritance Tax Service

Our Smaller Companies team invests in AIM-listed companies with the objective of achieving capital growth and inheritance tax relief.

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Octopus AIM Inheritance Tax ISA

Offering inheritance tax exemption as well as the tax benefits that you would expect from any ISA.

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Inheritance tax tools

Online calculators that can help people make sense of their situation.

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Doing good things with investors’ money

We want the money we invest to make a big difference to people’s lives. That’s why our investments include:

  • Companies addressing the needs of older people by building retirement villages, care homes and private hospitals.
  • Renewable energy facilities that are helping to reshape the UK energy market.
  • UK smaller companies that are creating thousands of jobs and generating economic growth.

Award-winning support for advisers

Our goal is to set the standard in supporting advisers with a range of materials to help your conversations with clients. Get in touch with your local Business Development Manager to see:

  • Client estate planning scenarios and case studies
  • Comprehensive information to help with your due diligence
  • Educational materials explaining how BPR compares against other estate planning strategies, which can also be found on our adviser academy.

We also host regular estate planning workshops, webinars and other events. Find out more >>>

We're pleased to have won the ‘Best BPR Investment Manager’ award at the Growth Investor Awards 2016. These awards are organised by Intelligent Partnership, the UK’s leading provider of research and education in alternative investments.

finalist best bpr gia 2016 awards     finalist gia 2016 awards

Important information

Our products will place your clients’ capital at risk, so they could get back less than their original investment. Tax treatment depends on your clients’ personal circumstances and can change. Tax reliefs depend on the portfolio companies maintaining their qualifying status. Past performance is not a reliable indicator of future results. Before deciding to invest, your clients must understand all of the risks and read all product literature carefully.

Nothing on this page constitutes investment, tax or legal advice. Estate planning investments may not be suitable for everyone so we recommend investors speak to a financial adviser. Any recommendation should be based on a holistic review of your client’s financial situation, objectives and needs.