The information provided on this section of the website is intended for UK financial advisers, wealth managers and paraplanners at firms authorised by the Financial Conduct Authority to carry out regulated financial activities.
Please be aware that some of our investments are high risk. You should read the risks associated with each product before deciding whether to recommend it to a client. You’ll find the risks on the relevant product webpage and on our guide to risks page.
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None of the information provided here is investment or tax advice and we always recommend you speak to a financial adviser before investing.
Some of our investments are high risk. You should read the risks associated with each product before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks page.
Please confirm you have read the information above.
This website is intended for retail investors.
None of the information provided here is investment or tax advice and we always recommend you speak to a financial adviser before investing.
Some of our investments are high risk. You should read the risks associated with each product before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks.
Please confirm you have read the information above.
Important information for institutional investors
This section of the website is intended for the sole use of UK-based institutional investors. Before accessing the site, please confirm you meet the criteria in this disclaimer and are happy to proceed on this basis.
The content of this website is provided for informational purposes only and is not intended to be investment advice or solicitation to buy or sell any securities or engage in any other transaction.
Institutional investors should have professional experience of participating in unregulated schemes. These schemes put investor capital at risk and are illiquid.
More detailed information on the specific risks of a particular fund or strategy will be available in the offer document or prospectus, or available on request.
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Octopus Inheritance Tax Service’s Rights issue offer
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
Venture Capital Trusts
Venture Capital TrustsTo find out more information Click here
Octopus Future Generations VCTInvesting in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
Octopus Titan VCTInvestments in tech-enabled businesses with high growth potential.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
The Octopus Inheritance Tax Service Rights Issue offer is now closed
We’d like to thank you for your support and look forward to sharing news about how your client’s investment has been deployed in the coming months.
Shares will be issued on or around 18 October 2023, at the share price on that date. We’ll send a confirmation of this shortly after. Please note, adviser fees will be paid after allotment.
Have a question?
If you need anything further or have any questions about the Octopus Inheritance Tax Service, please get in touch with your local Octopus Business Development Manager.