The information provided on this website is intended for UK financial advisers, wealth managers and paraplanners at firms authorised by the Financial Conduct Authority to carry out regulated financial activities.
Please 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.
We do a lot of things, but we don’t offer investment, tax or legal advice.
Please confirm you are a financial adviser.
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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 investors
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.
Important information for institutional investors
This section of the website is intended for the sole use of UK-based institutional investors. Before accessing the site, please confirm you meet the criteria in this disclaimer and are happy to proceed on this basis.
The content of this website is provided for informational purposes only and is not intended to be investment advice or solicitation to buy or sell any securities or engage in any other transaction.
Institutional investors should have professional experience of participating in unregulated schemes. Participation in these schemes will put investor capital at risk and will be illiquid.
More detailed information on the specific risks of a particular fund or strategy will be available in the offer document or prospectus, or available on request.
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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.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
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.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
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.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
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.
At Octopus we’re doing everything we can to support advisers
during the ongoing situation.
We know that for some firms, cash will be tight. That’s why we’re switching to paying initial adviser charges on a daily basis, rather than every Friday.
For the Octopus Inheritance Tax Service, the Octopus AIM Inheritance Tax Service and the Octopus AIM Inheritance Tax ISA, you will receive initial adviser charges the next working day after we get cleared funds.
For VCTs, we will pay adviser charging as close to the
allotment date as we can. You can find allotment dates on our product pages.
Get in touch
If you need more information on our adviser charges or would like to speak to us about the ongoing situation please give us a call on 0800 316 2067.
