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Estate planning in 2021 and beyond
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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.
- 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
- 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 VCTAccelerating the growth of proven businesses.
- Octopus AIM VCTsInvests in VCT-qualifying companies listed on the AIM index.
- Enterprise Investment Scheme
- Enterprise Investment SchemeInvestments in exciting early-stage companies for investors who are targeting high growth.
- 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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Educate
- Client Planning
Client PlanningLearn more
- 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
- How else we can help you
How else we can help youLearn more
- Intergenerational planningExplore resources you can use to support your intergenerational planning strategy.
- Professional connectionsTake in the benefits of working with professional connections.
- Introduction to responsible investing
- Consumer Duty
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.
- Client Planning
- Resources
- Events
- Contact
- Products
-
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
- Enterprise Investment SchemeInvestments in exciting early-stage companies for investors who are targeting high growth.
- 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
- Resources
- About us
-
About us
- About us
- Leadership team
- Careers
- Contact