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For Advisers: Getting Estate Planning Right
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Events and webinars

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Upcoming webinars

Upcoming webinarInheritance tax
24 February 2026 10:00am

Quarterly update on the Octopus Inheritance Tax Service

Join Ed Fellows, and Camilla Wilkes for a full 2026 outlook, Fern performance updates, Fibre sector insights, and the latest developments across portfolio companies. Discover our new Home of Estate Planning hub and the enhanced OITSPlus offer, designed to support professional advisers and paraplanners.

Duration: 1hour
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Upcoming webinarQuoted funds
25 February 2026 11:30am

UK equity income: Beyond Passive investment strategies – the Multi Cap opportunity

Join Chris McVey, Lead Fund Manager of the FP Octopus UK Multi Cap Income Fund. As he dissects the Fund's distinctive take on UK Equity Income; its Core/Satellite approach of established companies the team believes can grow earnings and dividends ahead of the market; income generation derived from sustainable dividends and its commitment to growth opportunities that boosts capital performance.

Duration: 45mins
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Upcoming webinarVenture Capital Trusts
26 February 2026 10:00am

AIM: back in focus

Join the Octopus Quoted Companies team, including AIM VCT Fund Manager Mark Symington, for a live 30-minute update on the AIM market, what's happening inside the Octopus AIM VCT portfolio, and why - with tax year end approaching - now could be the right time to invest.

Duration: 30mins
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Available to watch now

On demand webinarQuoted funds

Unlocking value: The cyclical re-rating re-shaping UK Smaller Companies

Join Richard Power, Lead Fund Manager of the FP Octopus UK Micro Cap Growth Fund, as he delves into the world of the UK's best small and micro companies and discusses some of the compelling opportunities in today's market across our actively managed and highly diversified fund.

Duration: 1hour 1min
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On demand webinarVenture Capital Trusts

Octopus Future Generations VCT fundraise 2025/26

Octopus Future Generations VCT is now open for new investment with a £10 million fundraising capacity. Register for this exclusive On Demand webinar with Kamran Adle, Partner at Octopus Ventures and Olly Jacobs, Key Partnerships Manager at Octopus Investments.

Duration: 26mins
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On demand webinarVenture Capital Trusts

Octopus AIM VCTs – UK smaller companies, a pivotal moment

Join Mark Symington and Olivia Skipworth as they explore the Octopus AIM VCTs latest fundraise. Learn how VCTs work, why they may suit certain investors, insights on the AIM market and UK smaller companies, plus an overview of the AIM VCTs portfolio, performance, and opportunities in today’s market.

Duration: 49mins
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On demand webinarBusiness Relief

Breakfast & Budget on-demand

Join Erin Platts, CEO of Octopus Investments and our in-house team of experts as they share key insights and practical strategies to help you support your clients with confidence.

Duration: 55mins
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On demand webinarQuoted funds

UK equity income – seizing the valuation opportunity

Join Chris McVey, lead fund manager of the Octopus FP UK Multi Cap Income fund, for a concise, timely briefing on the forces propelling UK equities, in particular, faster growth, small and mid-cap, income generating businesses.

Duration: 54mins
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On demand webinarVenture Capital Trusts

Octopus Apollo VCT fundraise – Launch webinar

Join Paul Davidson, Partner at Octopus Ventures and Lead Fund Manager of Octopus Apollo VCT, and Olivia Skipworth, Business Development Manager at Octopus Investments, for an exclusive webinar exploring VCTs, Octopus Apollo VCT’s strategy, performance, and the companies they invest in.

Duration: 25mins
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On demand webinarQuoted funds

UK Small Cap discount hits 25 year high

Register for an exclusive webinar with Richard Power, Lead Fund Manager of the FP Octopus UK Micro Cap Growth Fund, as he delves into the world of the UK’s best small and micro companies and discusses some of the compelling opportunities in today’s market across our actively managed and highly diversified fund.

Duration: 45mins
Watch now
On demand webinarQuoted funds

UK smaller companies – turning point for a resurgence

Join Richard Power, Lead Fund Manager of the FP Octopus UK Micro Cap Growth Fund, as he explores the value of UK smaller companies in today's market. Discover the fund’s positioning and key catalysts for a strong recovery.

Duration: 50mins
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On demand webinarBusiness ReliefTax-efficient investments

For Investors: Getting Estate Planning Right

Feel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.   

Duration: 1hour 2mins
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CPD webinars

On demand webinarBusiness ReliefCPD activity

Introduction to inheritance tax

Business Development Managers Nick Bird and Steve Godfrey give an introduction to inheritance tax, discussing a number of available estate planning solutions. This session is CPD accredited.

Duration: 54mins
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On demand webinarVenture Capital TrustsCPD activity

Identifying clients who could benefit from a VCT

Business Development Managers Jim Cavey and Peter Marsland give an introduction to venture capital trusts (VCTs) and discuss client planning ideas where VCTs could be used. This session is CPD accredited.

Duration: 38mins
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An award-winning investment provider

Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, ten years running.