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Introduction to Business Property Relief and client planning scenarios
- Products
-
Products
Explore our range of investments.
- Business Property Relief
Business Property ReliefLearn more
- 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
Venture Capital TrustsLearn more
- 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 SchemeLearn more
- Octopus Ventures EIS ServiceAccess early-stage companies selected for their growth potential.
- Funds
FundsLearn more
- 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.
- More products
More products
- Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
- Octopus ChoiceManage your Choice account.
- Octopus CashManage your Cash account.
- Business Property Relief
- Client planning
-
Client planning
Find out how our products can help your clients with their financial planning.
- Estate planning
Estate planning
- Estate planning while retaining accessHelp clients plan for inheritance tax while keeping control of their assets.
- Using an ISA for estate planningHelp clients move their ISAs to plan for inheritance tax.
- Estate planning that’s effective quicklyHelp clients target relief from inheritance tax after two years.
- Complementary retirement planning
Complementary retirement planning
- Additional ways to invest for retirementHelp clients who are affected by constraints on pension planning.
- Tax planning for high earners
Tax planning for high earners
- Tax Planning for high earnersHelp high-earning clients find additional ways to invest tax-efficiently.
- Planning for business owners
Planning for business owners
- Planning for business ownersHelp clients respond to the tax implications of owning or selling a business.
- Diversifying a portfolio
Diversifying a portfolio
- Diversifying a portfolioHelp clients achieve greater diversification in their investment portfolios.
- Estate planning
- About us
- Resources
- Webinars
- Contact
- Products
-
Products
Explore our range of investments.
- Business Property Relief
Business Property ReliefLearn more
- 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
Venture Capital TrustsLearn more
- 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 SchemeLearn more
- Octopus Ventures EIS ServiceAccess early-stage companies selected for their growth potential.
- Funds
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.
- More products
More products
- Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
- Octopus ChoiceManage your Choice account.
- Octopus CashManage your Cash account.
- Business Property Relief
- About us
- Resources
- Contact