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.
Please confirm you are a financial adviser.
You have been redirected to the retail investor website
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.
If you’re thinking about selling your VCT shares, you’ll find more information here about the process as well as the documents you need.
Remember, VCT shares need to be held for the minimum five-year holding period (as set by HM Revenue & Customs) to retain the upfront income tax benefits. If we receive a buyback request before your shares are five years old, we won’t hold your shares until they are. We’ll action your request at the next available share buyback.
This should not be regarded as investment advice. Octopus can’t offer financial advice and we strongly recommend talking to a financial adviser before making any investment decisions. If you have any questions, please call us on 0800 316 2295.
The six month rule
Please note, if you sell shares in a VCT within six months of buying new shares in the same VCT, you won’t qualify for income tax relief on the new shares. However, if you sell shares in one VCT and buy shares in a different Octopus VCT (including any other VCT), you might be eligible for immediate income tax relief on the new shares.
Thought about reinvesting?
As a loyal shareholder, you’re eligible for a 1% discount on the initial fee if you make an investment. If you decide to reinvest into another of our VCTs, you could claim up to 30% upfront income tax relief and benefit from tax-free dividends and growth. You can find more information on reinvesting here.
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.
