How John helped Cliff kickstart his estate planning
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- Octopus AIM Inheritance Tax ISATarget growth and inheritance tax exemption within an ISA wrapper.
- 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.
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- Octopus Future Generations VCTInvesting in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
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- Octopus AIM VCTsInvests in VCT-qualifying companies listed on the AIM index.
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- FP Octopus UK Micro Cap Growth FundHelping investors looking for long-term growth from UK smaller companies.
- FP Octopus UK Multi Cap Income FundTarget long-term growth and an attractive dividend yield.
- FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
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- All client planningHow tax-efficient investments could help a wide variety of clients.
- Estate planning while retaining accessHelp clients plan for inheritance tax while keeping control of their assets.
- Tax planning for high earnersHelp high-earning clients find additional ways to invest tax-efficiently.
- Planning for business ownersHelp clients respond to the tax implications of owning or selling a business.
- 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.
- Tax-efficient investments explained
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How else we can help youLearn more
- Intergenerational planningExplore resources you can use to support your intergenerational planning strategy.
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- Introduction to responsible investing
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Consumer DutyLearn more
- Your obligations under Consumer DutyReadying your business with tax-efficient investments.
- Consumer Duty and tax-efficient investmentsNew regulation is placing renewed focus on good customer outcomes and fair value.
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- Products
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Products
Explore our range of investments.
- Business Relief
- Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth free from inheritance tax.
- Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more wealth and target growth.
- Octopus AIM Inheritance Tax ISATarget growth and inheritance tax exemption within an ISA wrapper.
- Venture Capital Trusts
- 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.
- Octopus Apollo VCTInvestments in small businesses that have already achieved market success.
- Octopus AIM VCTsInvestments in small businesses that have already achieved market success.
- Enterprise Investment Scheme
- Funds
- FP Octopus UK Micro Cap Growth FundHelping investors looking for long-term growth from UK smaller companies.
- FP Octopus UK Multi Cap Income FundTarget long-term growth and an attractive dividend yield.
- FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
- Business Relief
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About us
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