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Octopus Titan VCT is currently open to new investment.

 

Backing Britain’s brightest businesses

Over the last decade we’ve backed some of the UK’s most successful entrepreneurs, including the founders of SwiftKey, Zoopla Property Group and graze.com. You can also claim a number of tax incentives, which are explained below.

It’s also possible to invest using funds from an existing ISA. See the ‘two ways to invest’ document below.

Some risks to keep in mind

Please remember, investing in a VCT places your capital at risk, and you could get back less than you originally invested. Tax treatment depends on your individual circumstances and may change in the future, and tax reliefs depend on the VCT maintaining its qualifying status. Make sure you read the ‘Explaining the risks’ section below, and for full details of fees, charges and risks, look at the product brochure and prospectus on this page.

VCTs are not suitable for everyone and it’s important that you fully understand the risks involved. We do not offer investment or tax advice, and we always recommend you talk to a financial adviser before making investment decisions. You can find a local financial adviser here.

 

If you’d like to dig deeper into what VCTs are and find out more about the companies that Octopus Titan VCT invests in, head to our Octopus Titan VCT explained page.

Octopus Titan VCT explained

Reasons to invest in Octopus Titan VCT

Backing successful entrepreneurs
A VCT will only be successful if it invests in companies capable of realising their potential. And this is where Octopus Titan VCT truly excels. In fact, some of the world’s highest profile and most innovative technology companies, such as Google, Microsoft and Amazon, have acquired businesses funded by Octopus Titan VCT, and recognise Octopus Ventures as an investor in the next generation of world-changing technology companies.

The advantages of a diverse portfolio
Octopus Titan VCT features around 67 early-stage companies, from a broad range of sectors. Managing a portfolio of this size gives the team greater confidence that if any of the portfolio companies fail, the other holdings can compensate. This makes it a great way for investors to get broad exposure to this part of the UK economy.

Proven talent
Octopus Titan VCT is managed by Octopus Ventures, which specialises in backing talented entrepreneurs that are using technology to drive innovation and disrupt traditional industries. Octopus Ventures brings together a wide range of business skills and individual insights, having been involved in some of the most successful European technology companies.

Income tax relief
You can claim up to 30% income tax relief on the amount you invest in each tax year, as long as you hold the shares for at least five years. So investing £10,000 in a VCT would allow you to reclaim £3,000 from your income tax bill, although the amount of income tax reclaimed cannot exceed the amount paid. For more information on how to claim income tax on your VCT shares, take a look at our guide to claiming income tax.

Tax-free dividends
One of the main benefits of VCTs is their potential to pay tax-free dividends to investors. You don’t need to declare them on your tax return. Octopus Titan VCT currently aims to pay regular tax-free dividends of 5p per share annually, as well as offering the potential for special dividends when there are significant gains from the sale of portfolio holdings.

Tax-free capital gains
There’s also no capital gains tax to pay if the VCT shares are sold at a profit.

Explaining the risks

Your capital is at risk and you could lose money
The value of an investment, and any income from it, can fall as well as rise. You may not get back the full amount you invest.

This is a long-term investment
You should be prepared to hold your shares for a minimum of five years. If you decide to sell shares before then, you will be required to repay to HM Revenue & Customs any upfront income tax relief you’ve claimed.

This is a high-risk investment
Octopus Titan VCT invests in companies that are not listed on the main market of the London Stock Exchange. Investments in smaller companies can fall or rise in value much more sharply than shares in larger, more established companies. They also have a higher rate of failure.

Your shares may be difficult to sell
There isn’t an active market for VCT shares in the way there is for shares in big companies like BP and Vodafone. This means that if you decide to sell your shares in Octopus Titan VCT, you may not be able to find a buyer, or you may have to accept a price lower than the net asset value of the investment. However, we will do our best to help you sell your shares in Octopus Titan VCT.

Past performance is no guide to the future
The past performance of an investment is not a reliable indicator of future results. Nor should you rely on any forecasts made about future returns.

Tax rules can change
Rates of tax, tax benefits and tax allowances depend on your own personal circumstances and may change over time. HM Treasury can also change the definition of a VCT-qualifying investment in the future, which could impact the nature of new investments a VCT can make over time.

The VCT’s qualifying status could end
Should a VCT lose its qualifying status, tax advantages (such as tax-free dividends and exemption from capital gains tax) may be withdrawn from that point. If this happens within five years of making the initial investment, you may be asked to repay any upfront income tax relief you have already claimed.

Loyalty discount

We offer a 1% loyalty discount for existing Octopus VCT investors.

Related Documents

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Octopus Titan VCT brochure

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Octopus Titan VCT application form

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Octopus Titan VCT prospectus

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Octopus Titan VCT Key Information Document

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Octopus Titan VCT circular

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Octopus Titan VCT two ways to invest

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Octopus VCT Nominee Service terms and conditions

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Octopus Titan VCT ISA application form

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Want to ask us about Octopus Titan VCT?

Or perhaps you’ve got a question about VCTs in general. We can’t give you financial or tax advice, but give our dedicated Client Relations team a call on 0800 316 2295 or email clientrelations@octopusinvestments.com and we will do our best to answer any questions you might have.

 

Shareholder information

Follow this link to view the latest Octopus Titan VCT announcements and share prices from the London Stock Exchange.

London Stock Exchange code: OTV2
Registrars: Computershare Investor Services PLC, The Pavilions, Bridgwater Road, Bristol BS99 6ZZ
Tel: 0370 703 6324 (Many home phone tariffs now include free calls to 0370 numbers. If you do not get inclusive calls, or are calling at a time of day when calls are charged for, the total call cost is usually a combination of a call set-up fee and a per-minute rate which from a BT landline is 10p per minute)
Auditors: BDO
Registered in England: No. 06397765
Registered office: 33 Holborn, London, EC1N 2HT

Latest AGM results
Octopus Titan VCT GM Results – 9 March 2018

Latest annual report
Octopus Titan VCT annual report 31 October 2017

Latest interim report
Octopus Titan VCT interim report 30 April 2018

Allotment deadlines
Before 6 April 2019.

Warning to shareholders about boiler room scams

We’re alerting all Octopus VCT shareholders about the misuse of the Octopus name by third parties who claim to be connected to Octopus or our VCTs in some way.

We have been made aware of cases where our investors have been contacted by fraudsters:

  • Selling shares with little or no value in companies which may not even exist
  • Someone offering to buy their shares at a higher price than their market value

These scams target existing VCT shareholders and will sound like attractive offers. The caller will often ask you to pay something up front, such as a bond or other form of security, which they claim you’ll receive back if the sale doesn’t go through. They may also ask you to sign a form preventing you from disclosing details of the offer. Please be aware:

These are fraudulent scams. They are in no way connected with Octopus or our VCTs. We will never call you to attempt to buy your shares or sell shares to you. If you are concerned about a suspicious call, letter or email you receive, give our Client Relations team a ring on 0800 316 2295.

Where do they obtain your details? Octopus will never pass investor details to a third party without their permission. Unfortunately, these scam companies take details from the VCT shareholder registers, which is a publicly available document. Home telephone numbers are obtained from lists of telephone numbers that are for sale via the internet.

Your rights to compensation. In many cases, these share scam companies are based overseas, although some may give a UK postal address and phone number. These companies are not authorised by the Financial Conduct Authority (FCA) so investors may have no right to complain or claim compensation.

What should you do? If you receive an unexpected call from someone offering to either sell VCT some shares or to buy your VCT shares, particularly using high-pressure tactics, please hang up the phone. Cold calls from companies offering to sell you shares are unlawful and should be reported to the FCA or the police. More information is available from the Financial Conduct Authority.

Further information. If you have any questions about Octopus products or these share scams, please feel free to contact us on 0800 316 2295. Alternatively, more information is available from the Financial Conduct Authority.

Pricing and dividend information

Dividend information is being retrieved...

 

Please read

This advertisement is not a prospectus. You should only subscribe for shares on the basis of information contained in the prospectus and the Key Information Document, which can be found in the document section on this webpage. We record telephone calls.