"I love UK Investments | Octopus Investments"

2022-05-25 03:40:39

Welcome to Octopus InvestmentsPlease tell us who you are...The information provided on this website is only intended for:UK financial advisersWealth managersParaplannersAnd staffat firms authorised by the Financial Conduct Authority to carry out regulated financial activities, who are visiting this site in that capacity.Be aware that some of our products are high risk, and you should read the risks associated with each product before deciding whether to recommend them to a client. You’ll find the risks on the relevant product webpage and on our guide to risks page.Nothing on this website should be taken as a recommendation. We’re an investment company. We don’t offer investment, tax or legal advice.Please confirm you have read the information above.This website is intended for retail clients. None of the information provided is investment or tax advice and we always recommend you speak to a financial adviser before investing.Some of our products are high risk and you should read the associated risks 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.This website is intended for retail clients. None of the information provided is investment or tax advice and we always recommend you speak to a financial adviser before investing.Some of our products are high risk and you should read the associated risks 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.Before accessing this website you must confirm you meet the below criteria and are happy to proceed based on the information provided. If you are not able to make this confirmation you must not proceed any further and should decline to accept these terms.The information contained on this website is directed at and to be accessed by persons in the United Kingdom only, and not at any other country where the extension of availability of such information/materials would breach any applicable law or regulation.The content of this website is directed at persons having professional experience of participating in unregulated schemes, and units/schemes that are promoted are available only to such persons. Persons who do not have professional experience in participating in unregulated schemes should not rely on it. It is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell any securities, or as investment or tax advice.If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice. Participation in these schemes will put capital at risk and will be illiquid. More detailed information on the specific risks of the fund/strategy will be available in the offer document/prospectus/on request.By entering this website you agree to our Terms & Conditions found here. Please confirm you have read and agree to the information above.Individual investorAdviserInstitutional investorLogin.st0oi{fill:#16012F;}.st0oi{fill:#16012F;}HomeProductsProductsExplore our range of investments.Business Property ReliefBusiness Property ReliefLearn moreOctopus 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 TrustsVenture Capital TrustsLearn moreOctopus 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 SchemeEnterprise Investment SchemeLearn moreOctopus Ventures EIS ServicePowering PioneersFundsFundsLearn moreFP 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 productsMore productsOctopus Portfolio ManagerAccess diversified risk-adjusted portfolios.Octopus ChoiceManage your Choice account.Octopus CashManage your Cash account.About usAbout usAboutLeadership teamMeet Ruth HandcockMeet Jonathan DiggesCareersLearnLearnClient planningClient planningLearn moreAll 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 explainedHow else we can help youHow else we can help youLearn moreIntergenerational planningExplore resources you can use to support your intergenerational planning strategy.Professional connectionsTake in the benefits of working with professional connections.Introduction to responsible investingResourcesWebinarsContactProductsProductsExplore our range of investments.Business Property ReliefBusiness Property ReliefLearn moreOctopus 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 TrustsVenture Capital TrustsLearn moreOctopus 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 SchemeEnterprise Investment SchemeLearn moreOctopus Ventures EIS ServicePowering pioneersFundsFundsFP 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 productsMore productsOctopus Portfolio ManagerAccess diversified risk-adjusted portfolios.Octopus ChoiceManage your Choice account.Octopus CashManage your Cash account.About usAbout usAbout usLeadership teamMeet Ruth HandcockMeet Jonathan DiggesCareersResourcesContact SearchIndividual investorAdviserInstitutional investorLoginProductsProductsExplore our range of investments.Business Property ReliefBusiness Property ReliefTo find out more information Click hereOctopus 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 TrustsVenture Capital TrustsTo find out more information Click hereOctopus 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 SchemeEnterprise Investment SchemeTo find out more information Click hereOctopus Ventures EIS ServicePowering PioneersFundsFundsTo find out more information Click hereFP 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 productsMore productsOctopus Portfolio ManagerAccess diversified risk-adjusted portfolios.Octopus ChoiceManage your Choice account.Octopus CashManage your Cash account.About usAbout usAboutLeadership teamMeet Ruth HandcockMeet Jonathan DiggesCareersLearnLearnClient planningClient planningTo find out more information Click hereAll 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 explainedHow else we can help youHow else we can help youTo find out more information Click hereIntergenerational planningExplore resources you can use to support your intergenerational planning strategy.Professional connectionsTake in the benefits of working with professional connections.Introduction to responsible investingResourcesWebinarsContactHelp clients investtax-efficientlyWe offer investment options and solutions to helpyour clients with tax planning.What are you looking for?Our productsClient planningWebinarsOnline applicationsInvest tax-efficiently for your futureWe offer investment options and solutions to help with your tax planning.Join us at Octopus Live:Estate planning roadshow From 6th – 24th June 2022. Find your nearest seminar.Register nowOur productsExplore our tax-efficient investments. Our products put capital at risk, meaning you may get back less than you invest. Tax treatment is subject to circumstances, current legislation and maintaining qualifying status. View risksFind my local contactOur productsExplore our tax-efficient investments. Our products put capital at risk, meaning you may get back less than you invest. Tax treatment depends on individual circumstances and tax rules could change in the future. Tax reliefs depend on investments maintaining their qualifying status. View risksTalk to our teamBusiness Property ReliefPass on investments free from inheritance tax.Octopus Inheritance Tax ServiceOur flagship service targets a steady, predictable return and has been helping investors pass on more of their wealth for over a decade.View productCreate illustrationOctopus AIM Inheritance Tax ServiceThis service helps investors pass on more of their wealth while targeting growth by investing in companies listed on the Alternative Investment Market (AIM).View productCreate illustrationOctopus AIM Inheritance Tax ISAInvestors with large ISA pots can protect more of their wealth from inheritance tax while keeping it in an ISA wrapper.View productCreate illustrationOctopus Inheritance Tax ServiceOur flagship service targets a steady, predictable return and has been helping investors pass on more of their wealth for over a decade.View productOctopus AIM Inheritance Tax ServiceThis service helps investors pass on more of their wealth while targeting growth by investing in companies listed on the Alternative Investment Market (AIM).View productOctopus AIM Inheritance Tax ISAInvestors with large ISA pots can protect more of their wealth from inheritance tax while keeping it in an ISA wrapper.View productVenture Capital TrustsBack businesses with growth potential.Octopus Future Generations VCT Investing in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare. View productOctopus Titan VCT The UK’s largest VCT invests in a portfolio of over 90 early-stage companies with the potential for high growth.View productOctopus Apollo VCTA portfolio of around 40 established smaller companies which targets commercialised businesses looking to scale.View productOctopus AIM VCTsTwo VCTs featuring established portfolios of around 90 AIM-listed companies with growth potential.View productOctopus Future Generations VCTInvesting in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare. View productOctopus Titan VCT The UK’s largest VCT invests in a portfolio of over 90 early-stage companies with the potential for high growth.View productOctopus Apollo VCT A portfolio of around 40 established smaller companies which targets commercialised businesses looking to scale.View productOctopus AIM VCTsTwo VCTs featuring established portfolios of around 90 AIM-listed companies with growth potential.View productEnterprise Investment SchemeInvest in exciting early-stage companies.Octopus Ventures Knowledge Intensive EIS FundA Knowledge Intensive EIS Fund managed by the same team as our EIS service, which benefits from the same pipeline of investment opportunities. View productOctopus Ventures EIS ServiceA portfolio of around 10 -15 early-stage businesses with high growth potential, selected by one of Europe’s most established venture capital teams, that offers a number of valuable tax reliefs which offer some compensation for taking on high risk.View productCreate illustrationOctopus Ventures Knowledge Intensive EIS Fund A Knowledge Intensive EIS Fund managed by the same team as our EIS service, which benefits from the same pipeline of investment opportunities. View productOctopus Ventures EIS ServiceA portfolio of around 10 -15 early-stage businesses with high growth potential, selected by one of Europe’s most established venture capital teams, that offers a number of valuable tax reliefs which offer some compensation for taking on high risk.View productOur investment products put capital at riskRemember, the value of an investment, and any income derived from it, can fall as well as rise. Investors may not get back the full amount they invest.Tax treatment depends on individual circumstances and could change in the future.Tax reliefs depend on VCTs maintaining their qualifying status or portfolio companies maintaining their BPR- or EIS-qualifying status.VCT, smaller and unquoted company shares could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.You’ll find our full guide to risks here.Client planning scenariosLearn how our products could help your clients with tax planning. Estate planning while retaining access Estate planning that’s effective quickly Using an ISA for estate planning Complementary retirement planning Tax planning for high earners Planning for business owners Diversifying a portfolioTrusted financial solutionsUK’s largest provider of VCTs, EIS and BPR-qualifying investments£12.4 billion under management*120+ investment professionals*At 31 December 2021We’re part of Octopus GroupEstablished in 2000, Octopus is a group of businesses investing in people, ideas and industries that change the world. You might know us through our energy company, Octopus Energy. Learn more at octopusgroup.com.We’re here to support youIf you’ve got a question about any of our products or services, please get in touch.Find your local contactContact our teamGot a question?Call us at0800 316 2067ProductsBusiness Property ReliefVenture Capital TrustsEnterprise Investment SchemeFundsCash savingsDiscretionary portfolio managementAboutAbout usLeadership teamCareersMedia CentreResponsible Investment PolicyOur Business Continuity PlansLearnResourcesWebinarsPlanning scenariosGuidesCalculatorsInsightsBridging the GapSupportContactCoronavirus information and supportBrochuresApplication formsGuide to risksComplaintsProtect yourself from fraudOctopus Investments is a part of Octopus GroupTermsPrivacyModern Slavery ActCookie notice© 2022 Octopus Investments. All rights reserved.