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Building a brighter future, thanks to investors

You might be impressed to know that through the Octopus Inheritance Tax Service, we’re the UK’s largest investor in utility-scale solar energy sites – the companies we have invested in produce enough electricity to power a city the size of Liverpool. Likewise, the money invested in the Octopus Inheritance Tax Service helps to build top-quality healthcare facilities, such as state-of-the-art private hospitals, retirement villages and care homes.

Here is some video footage of the businesses that we operate, such as solar sites, retirement homes and property financing. Narrated by our investment experts, these films go some way to showing you why the Octopus Inheritance Tax Service is proud to support the UK’s renewable energy, healthcare and property development sectors.

Some risks to keep in mind before you watch the videos

This investment is not suitable for everyone and it’s important that your clients fully understand the risks involved. The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.

Investors should read the product brochure before deciding to invest.

Get an overview of the Octopus Inheritance Tax Service

See how the Octopus Inheritance Tax Service can help your clients leave more for those they love.

Please keep in mind, the value of an investment, and any income from it, can fall as well as rise. Also remember that tax treatment depends on individual circumstances and may change in the future. Tax reliefs depend on the portfolio companies maintaining their qualifying status.

The shares of the smaller companies we invest in could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.

Solar energy

We’re putting investors’ money to work in solar panel installations that generate power across the UK and France. Matt Setchell and Kat Shenton from our renewable energy team explain why investing in solar energy makes perfect sense for investors in the Octopus Inheritance Tax Service.


Healthcare facilities

As life expectancy in the UK increases, so does the need for suitable accommodation and services to support our ageing population. Octopus Healthcare’s Shay Ramalingam explains how investors’ money helps to provide the funding that will enable us to meet our needs as a society.


Biomass plants

There are ways to get more out of what people used to think was waste. The technology used in our biomass plants is so efficient that even the residue – ash – can be sold back to farmers as fertiliser, as our energy expert David Bird explains.


These videos were filmed in August 2016. They include the personal opinions of those featured, so please remember that these opinions may change over time and should not be seen as advice or a recommendation.

Related Documents

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Octopus Inheritance Tax Service application form

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Octopus Inheritance Tax Service brochure

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Octopus Inheritance Tax products terms and conditions

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Octopus Inheritance Tax Service underlying investments

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