Consumer Duty and tax-efficient investments

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Consumer Duty and tax-efficient investments

Products
- Business Relief
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  - 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
  Venture Capital TrustsLearn more
  - 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 SchemeLearn more
  - Octopus Ventures EIS Service
- 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.
About us
- About
- Leadership team
- Careers
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.
Resources
Webinars
Contact

Products
- Business Relief
  Business 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 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 SchemeLearn more
  - Octopus Ventures EIS Service
- 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.
About us
- About us
- Leadership team
- Careers
Resources
Contact

Products
- ProductsExplore our range of investments.
- Business Relief
  - Business ReliefTo find out more information Click here
  - 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
  - Venture Capital TrustsTo find out more information Click here
  - 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 SchemeTo find out more information Click here
  - Octopus Ventures EIS Service
- Funds
  - FundsTo find out more information Click here
  - 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.
About us
- About us
- About
- Leadership team
- Careers
Educate
- Educate
- Client planning
  - Client planningTo find out more information Click here
  - 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 youTo find out more information Click here
  - 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 DutyTo find out more information Click here
  - 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.
Resources
Webinars
Contact

INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

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