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Venture capital firm

Octopus Investments

UK provider of tax-efficient investments including VCTs, EIS funds and inheritance tax planning services

Octopus Investments cover

TrustList summary

Octopus Investments is a UK investment business that specialises in tax-efficient products. It is part of the Octopus Group, which was established in 2000 and is also known for Octopus Energy. Its website separates material for financial advisers from that for retail investors.

What Octopus Investments offers

  • Inheritance tax planning: services that let investors pass on wealth free of inheritance tax, including one that invests in companies quoted on the Alternative Investment Market.
  • ISA-based estate planning: a way for people with large ISA holdings to protect more wealth from inheritance tax.
  • Venture capital trusts: VCTs investing in early-stage companies, smaller established companies, and AIM-listed businesses.
  • EIS funds: a Knowledge Intensive EIS fund run by the team behind its EIS service.

Who it serves

UK financial advisers, wealth managers and their clients, and retail investors. Its products place capital at risk, and tax treatment depends on individual circumstances.

Key facts

Summary written by TrustList from the business's own published information, Oct 2026.

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