Making sense of inheritance tax Understanding the extent of your inheritance tax liability needn’t be complicated. We’ve created some simple online tools that can help you get started. Find out more
Octopus AIM Inheritance Tax ISA Capital is at risk, and you may not get back the full amount invested. Tax treatments can change and depend on your personal circumstances. Find out more on the Octopus AIM Inheritance Tax ISA product page. Find out more

Good relationships are built on trust. The relationship you have with your investment manager shouldn’t be any different.

Since 2000, we’ve earned the trust of 50,000 investors with products that do what we say they will. But there’s something else to consider.
Investing with us means you’re also making a contribution to the world around you. We invest in smart, young British companies, helping to create tens of thousands of new jobs. We’re also supporting the shift towards renewable energy and helping to build much-needed healthcare facilities.
Because that’s the way it should be.

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

Help fund UK smaller companies while claiming income tax relief. Quite a combination.

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Estate planning

Investments that allow you to you pass on more of your wealth, helping you to keep it in the family.

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Multi-manager funds

A blend of some of the best investments in the market. All in one portfolio, managed by experts.

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News and insights

Are you ‘in the know’ about inheritance tax?

21 February 2017 / Jess Franks

Our latest survey suggests most people in the UK either don’t know enough about the new residence nil-rate band or haven’t grasped the complexities of how to make their estate more inheritance tax-efficient.

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We’re giving to charity this Valentine’s Day. How much we give is up to you.

31 January 2017 / Simon Rogerson, Chief Executive

I’d like to tell you about the easiest charitable gesture you’ll make this year. And the best thing is that it won’t cost you a penny.

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