Octopus Investments

This service helps investors pass on more of their wealth while targeting growth by investing in companies listed on the Alternative Investment Market (AIM)

Investors with large ISA pots can protect more of their wealth from inheritance tax while keeping it in an ISA wrapper

Back businesses with growth potential

The UK’s largest VCT invests in a portfolio of over 90 early-stage companies with the potential for high growth

A portfolio of around 40 established smaller companies which targets commercialised businesses looking to scale

Two VCTs featuring established portfolios of around 90 AIM-listed companies with growth potential

Invest in exciting early-stage companies

A Knowledge Intensive EIS Fund managed by the same team as our EIS service, which benefits from the same pipeline of investment opportunities

Our investment products put capital at risk

Remember, 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

Venture capital investing focus: Tax year end seminars

5 January – 7 February 2023 20 UK locations ● CPD qualifying ● Food provided Our investments place investor’s capital at risk

Learn how our products could help your clients with tax planning

Estate planning that’s effective quickly Using an ISA for estate planning UK’s largest provider of VCTs, EIS and BPR-qualifying investments £12

• At 31 December 2021

We’re part of Octopus Group

Established 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 you

Got a question?Call us at 0800 316 2067