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In person events

Octopus Live in the Capital 2025

The Great Advice Shift: Evolving tax planning across generations

Join us on Tuesday, 23 September at the Barbican for our flagship event where industry-leading experts and the financial planning community will come together for one day in London. Together, we will focus on the theme of navigating change in an evolving tax landscape.

Upcoming webinars

Upcoming webinarQuoted funds

30 July 2025 11:30am

Quarterly update on the Octopus AIM Inheritance Tax Service

Join Richard Power, Head of the Quoted Companies Team, and Leigh Stephens, Investment Specialist, for an insightful webinar covering the long-term case for UK smaller companies on AIM, the Octopus AIM Inheritance Tax Service and current valuations and recovery opportunities.

Duration: 1hour

Upcoming webinarBusiness ReliefTax-efficient investments

24 July 2025 11:00am

Estate planning: the questions keeping advisers up at night

Join Nick Maidment and Toyin Oyeneyin for an adviser-led Q&A on estate planning. From pensions and trusts to gifting and myths since the Autumn 2024 Budget.

Duration: 30mins

Upcoming webinars

Available to watch now

On demand webinarQuoted funds

Unlocking value in UK domestic earners: is now the time? A fund manager’s perspective

Join Chris McVey, Lead Fund Manager of the FP Octopus UK Multi Cap Income Fund, as he discusses value opportunities in UK equities and the benefits of investing in domestic earners to drive economic growth, GDP expansion, and market stability.

Duration: 49mins

On demand webinarInheritance tax

Quarterly update on the Octopus AIM Inheritance Tax Service – on-demand

Join Richard Power, Head of Octopus Quoted Companies Team at Octopus Investments, for the latest quarterly update on the Octopus AIM Inheritance Tax Service.

Duration: 58mins

On demand webinarQuoted funds

UK smaller companies – turning point for a resurgence

Join Richard Power, Lead Fund Manager of the FP Octopus UK Micro Cap Growth Fund, as he explores the value of UK smaller companies in today's market. Discover the fund’s positioning and key catalysts for a strong recovery.

Duration: 50mins

On demand webinarQuoted funds

Positioning for potential | UK growth equities amid global change

Join us as we explore the latest trends and opportunities in UK equity investments with Dominic Weller, lead fund manager of the FP Octopus UK Future Generations Fund. As valuations remain historically low, UK companies are presenting compelling opportunities, across our strategic investment themes.

Duration: 42mins

On demand webinarVenture Capital Trusts

Octopus Titan VCT – performance update

Join the Octopus Titan VCT Performance Update Webinar to hear from our experts as they share the latest portfolio updates and performance insights.

Duration: 39mins

On demand webinarQuoted funds

Webinar from the Octopus Quoted Companies Team: The team’s investment philosophy, process, and opportunities within the FP Octopus UK Multi Cap Income Fund

Watch this on-demand webinar where Chris McVey explores the philosophy, process, and opportunities within the FP Octopus UK Multi Cap Income Fund.

Duration: 56mins

On demand webinarInheritance tax

Estate planning moving forward: Taking the next steps in untangling inheritance tax

In part two of our estate planning webinar series, we delve deeper to help you understand how a combination of Business Relief (BR) and other estate planning strategies could be suitable for your clients in the post-Budget landscape.

On demand webinarCPD activity

A deep dive into the Residence Nil Rate Band

Join Toyin Oyeneyin, our in-house tax product expert, as she hosts an in-depth session on the Residence Nil Rate Band.

Duration: 30mins

On demand webinar

Estate planning now and moving forward: How the Budget could impact what you recommend

The Autumn Budget has laid a clearer path for clients and their inheritance tax planning, ending any speculation. Join us for a webinar where we'll cover the changes and help you explore new client opportunities.

Duration: 1hour 7mins

On demand webinarTax-efficient investments

Octopus AIM Inheritance Tax Service: Post Budget Update

Watch this Quarterly AIM Inheritance Tax Service webinar exploring the AIM opportunities post Budget.

Duration: 1hour 1min

On demand webinarTax-efficient investmentsCPD activity

Prioritising estate planning

Support your understanding of key estate planning strategies and help clients take action.

Duration: 36mins

On demand webinarTax-efficient investmentsCPD activity

Spotting opportunities in your client bank

Spot estate planning opportunities in this session covering client scenarios.

Duration: 30mins

On demand webinarTax-efficient investmentsCPD activity

Writing Business Relief cases with confidence

How to recommend the right Business Relief product for your client.

Duration: 31mins

On demand webinarQuoted fundsCPD activity

FP Octopus UK Multi Cap Income fund – 5 year anniversary

Hear from Chris McVey, lead fund manager of the FP Octopus UK Multi Cap Income Fund

Duration: 56mins

On demand webinarBusiness ReliefTax-efficient investmentsCPD activity

For Advisers: Getting Estate Planning Right

This webinar gives you an opportunity to introduce any relevant clients to inheritance tax and the key ways to plan for it, including Business Relief. 

Duration: 1hour 2mins

On demand webinarBusiness ReliefTax-efficient investments

For Investors: Getting Estate Planning Right

Feel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.  

Duration: 1hour 2mins

On demand webinarVenture Capital Trusts

Octopus Titan VCT – performance update

Join the Octopus Titan VCT Performance Update Webinar to hear from our experts as they share the latest portfolio updates and performance insights.

Duration: 39mins

CPD webinars

On demand webinarBusiness ReliefCPD activity

Introduction to inheritance tax

Business Development Managers Nick Bird and Steve Godfrey give an introduction to inheritance tax, discussing a number of available estate planning solutions. This session is CPD accredited.

Duration: 54mins

On demand webinarVenture Capital TrustsCPD activity

Identifying clients who could benefit from a VCT

Business Development Managers Jim Cavey and Peter Marsland give an introduction to venture capital trusts (VCTs) and discuss client planning ideas where VCTs could be used. This session is CPD accredited.

Duration: 38mins

On demand webinarBusiness ReliefCPD activity

Identifying clients who could benefit from Business Relief

Watch this on demand webinar to hear planning ideas for common client scenarios where a client could benefit from a Business Relief-qualifying investment.

Duration: 37mins

An award-winning investment provider

Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, ten years running.