Octopus Investments - Tax Planning Investments

For professional advisers only. Not to be relied upon by retail clients.

About Octopus Investments

The best companies and products make your life simpler, not harder. Why should financial services be any different? When Octopus was founded in 2000, we wanted to build an investment company that put its customers first, by solving real life issues. We also wanted to be fully accountable, honest and upfront about how we managed investors' money.

Today we manage more than £6 billion* on behalf of tens of thousands of retail investors, institutions and charities. And we've built market-leading positions in tax-efficient investments and smaller company financing. But no matter how big we get, we'll keep doing the simple things well and we'll keep looking after each of our investors, day in, day out.

*Source: Octopus Investments, December 2016

Going the extra mile for advisers

We're dedicated to helping you deliver the very best possible outcome for your clients, not only through our products but also through our Adviser Academy, supporting literature, seminars, webinars and workshops. What's more, our Business Development Managers (BDMs) can arrange face-to-face meetings as well as giving presentations to your clients. To date, we've helped more than 4,000 financial advisers expand their client bank, develop relationships with professional connections and build awareness of the benefits of tax-efficient investments.

Visit our Adviser Centre to view a range of Case Studies showing you how our investments can help you develop planning strategies for your clients.

Contact Us

Call 0800 316 2067 or email us if you'd like to talk to one of our BDMs. Alternatively you can find your local contact by using our BDM Locator.

This financial promotion does not offer investment or tax advice and the products are not suitable for everyone. The value of an investment, and any income from it can fall as well as rise. Investors may not get back the full amount invested. Tax treatment depends on individual circumstances and may change in the future. Tax reliefs depend on the portfolio companies or VCT maintaining its qualifying status. The shares of smaller companies and Venture Capital Trust shares could fall or rise in value more significantly than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell. In relation to VCTs, this advertisement is not a prospectus and investors should only subscribe for shares on the basis of information contained in the prospectus, available at octopusinvestments.com. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. March 2017. CAM04892.

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Issued by Octopus Investments which is authorised and regulated by the Financial Conduct Authority

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