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.
We do a lot of things, but we don’t offer investment, tax or legal advice.
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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.
Please confirm you have read and agree to the information above.
Octopus Investments is the largest provider of Venture Capital Trusts (VCTs) in the market¹. We launched our first VCT in 2002, and as at 30 September 2023, manage more than £1.7 billion across our venture funds on behalf of over 40,000 investors.
As a loyal shareholder, you’re eligible for a 1% discount on our initial fee if you make an investment. If you decide to reinvest into another of our VCTs, you could claim up to 30% income tax relief and benefit from tax-free dividends and growth.
To reinvest, you’ll need to post to us:
A covering letter confirming you’d like us to hold your funds for reinvesting
Your completed buyback documents and share certificate(s)
A completed application for the VCT you’d like to reinvest into (you can complete this online)
There are some things to consider when reinvesting:
Your application for the new VCT will be subject to capacity availability. The VCT could reach its fundraising target before your shares are sold.
If you sell shares in a VCT within six months of buying new shares in the same VCT, you will not be able to claim any income tax relief on these shares. If you choose to sell shares in a VCT and buy shares in a different VCT, including any other Octopus VCT, you may be able to claim income tax relief on your new shares immediately.
For more details on the process, please get in touch with your financial adviser or call us on 0800 316 2295.
¹By funds under management. The Association of Investment Companies, July 2023
Related VCT resources
Venture Capital Trusts Explained
Learn how VCTs function, the types of early-stage companies they invest in, and the tax benefits and risks involved.
Learn how to claim up to 30% income tax relief on Venture Capital Trust (VCT) investments and enhance your understanding to support your clients’ investment decisions.
Our easy-to-read guide answers common questions about Venture Capital Trusts (VCTs), designed to help you understand VCTs better and assist your clients with confidence.
