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Partner at ICAEW's Personal Finance Planning Conference 2021

Octopus Investments

Octopus Investments provides products and services that help financial advisers and investors achieve more of their goals.
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Watch: business owners
Imagine your client sells their business. Or, perhaps your client is looking to extract money from their business tax-efficiently. The Octopus Online Show focuses on clients who are business owners. Watch now

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Netwealth

OneStream Software

In 20 years Octopus has become the largest manager of Venture Capital Trusts and investments that qualify for relief from inheritance tax. Today we have more than 750 employees and manage more than £9 billion across our products.

Octopus Investments at ICAEW's Personal Finance Planning Conference 2021

9 November 2021, 9:15 - 16:30
The £3 trillion wealth transfer
Logo of Octopus Investments

Our investments are not suitable for everyone. We do not offer investment or tax advice. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. Issued: October 2020. CAM010357.

More information

Article
Clients looking to extract profits from a business tax efficiently
  • Article
  • 26 Oct 2020
This example explains how a Venture Capital Trust (VCT) can be used to extract surplus money from a business tax efficiently.
Guide
Regulation deconstructed
  • Report
  • 06 Aug 2019
This guide, co-produced by ICAEW and Octopus, provides the background to how financial advisers are regulated, outlines how advisers can evidence their professionalism, what types of clients can be referred to advisers and what to look for when identifying advisers to work with.
Article
Clients likely to exceed the lifetime pension allowance
  • Article
  • 28 Oct 2020
This example explains how a Venture Capital Trust (VCT) could be used to complement existing pension and retirement planning strategies.