Octopus Investments

If you missed our Breakfast & Budget webinar, you can now catch up on demand. We unpacked the key announcements from the Autumn Budget, explored what they mean for advisers and clients, and shared practical strategies for navigating the new tax landscape. Whether you want to revisit the discussion or watch for the first time, the full session is now available to stream at your convenience. Visit our Budget Hub to: - Stream the full webinar at a time that suits you - Access expert insights and practical resources - Find tools to help you support your clients’ planning needs Watch on demand and explore the resources here: https://lnkd.in/eS-nefxr

Octopus Apollo VCT recently opened to new investment, with a fundraise capacity of £75 million. VCTs are high risk, your capital is at risk. By investing, you gain immediate access to a diversified portfolio of around 45, high-growth potential companies, backed by the expertise of Octopus Ventures, one of Europe’s most active venture capital teams. As a reminder, if you decide this is right for you, there are discounts available: 📆 𝟮% 𝗘𝗮𝗿𝗹𝘆 𝗕𝗶𝗿𝗱 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 - available until 𝟱𝗽𝗺 𝗼𝗻 𝟭𝟲 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱. 🤝 Additional 𝟭% 𝗟𝗼𝘆𝗮𝗹𝘁𝘆 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 - for shareholders of any Octopus VCT. Apollo VCT is a high-risk investment. The value of an investment can fall as well as rise. You may not get back the full amount you invest. VCT 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. 𝗙𝗶𝗻𝗱 𝗼𝘂𝘁 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗢𝗰𝘁𝗼𝗽𝘂𝘀 𝗔𝗽𝗼𝗹𝗹𝗼 𝗩𝗖𝗧 𝗮𝗻𝗱 𝘀𝘁𝗮𝗿𝘁 𝘆𝗼𝘂𝗿 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗵𝗲𝗿𝗲 - https://lnkd.in/eS63Ersk This advertisement is not a prospectus. Investors should only subscribe for shares based on information in the prospectus, supplementary prospectus (where applicable), Alternative Investment Fund Managers Directive (AIFMD) supplement (where applicable) and the Key Information Document (KID) which can be obtained from octopusinvestments.com

Last chance to register, join us today! The Chancellor’s Budget brings fresh opportunities for UK growth, including the extension of VCT limits - alongside targeted tax increases. With changes such as a lower cash ISA allowance, higher dividend tax, an extended income tax freeze and limits on pension salary sacrifice, it’s more important than ever for financial advisers to explore a broad range of tax-efficient solutions for your clients. Financial advisers are invited to join our expert-led webinar as we break down the key announcements and share practical strategies to help your clients stay ahead. 📅Monday 1 December, 10am | CPD-accredited 👉 Register now: https://bit.ly/3LkCDle

The Chancellor’s Budget brings fresh opportunities for UK growth, including the extension of VCT limits - alongside targeted tax increases. With changes such as a lower cash ISA allowance, higher dividend tax, an extended income tax freeze and limits on pension salary sacrifice, it’s more important than ever for financial advisers to explore a broad range of tax-efficient solutions for your clients. Financial advisers are invited to join our expert-led webinar as we break down the key announcements and share practical strategies to help your clients stay ahead. 📅 Monday 1 December, 10am | CPD-accredited 👉 Register now: https://bit.ly/3LkCDle

🗨️ "Robust, proactive estate planning keeps clients focused on long-term goals, ensuring decisions are driven by strategy rather than political noise.” Toyin Oyeneyin, our Tax Product Specialist shares her thoughts with FT Adviser on ways to provide clarity and confidence in client planning, even through periods uncertainty. Read more here: https://bit.ly/47JYiMx #InheritanceTax #EstatePlanning #FinancialAdviser #FTAdviser

With the Autumn Budget fast approaching, financial advisers are already navigating a complex financial environment - all of which has a significant impact on a clients' estate planning decisions. Financial advisers can join our Breakfast & Budget webinar where we’ll unpack the key announcements from the Budget. Hosted by our CEO, Erin Platts, and our in-house team of experts, this session will help you respond with confidence and clarity. 📅 Monday 1 December | 10 am 🎓 1hr CPD-accredited 🎟️ Register now: https://bit.ly/3LkCDle #InheritanceTax #AutumnBudget

Is the golden age of pensions over? Toyin Oyeneyin recently joined TEI (Tax-Efficient Investment Magazine) for a special edition of the IFA Talk podcast to unpack this question - along with the latest changes to IHT and pensions. Plus, she navigates how to cut through the pre-Budget noise and help client’s plan with purpose. 🎧 Be sure to check out this episode on: Spotify - https://bit.ly/47ZpgzQ Apple Podcasts - https://apple.co/43M6o4I Amazon - https://amzn.to/4io7SbA 📆 And don't miss our upcoming webinar, 'Breakfast & Budget' on 1st December, where we'll break down what the Autumn Budget could mean for tax, estate planning, and private markets. This 1-hour, CPD-accredited session will give you clear insights into the announcements, the impact on clients, and practical planning strategies. Financial advisers can register here - https://bit.ly/3LkCDle

The Octopus Black Network recently came together to honour Black History Month with a mix of learning, fundraising, and community spirit💜 The month began with an educational session from Cianna's Smile, a charity spreading awareness about Sickle Cell and the disproportionate impact it has on the Black community. The team also attended the UK Black Business Week | UK Black Business Show, an event celebrating Black entrepreneurship and excellence, where meaningful connections were made🤝 To wrap up, the network brought the company together over great food and drinks to connect and celebrate. #BlackHistoryMonth #CiannasSmile #SickleCellAwareness

📊 Estate planning just got sharper. Our updated Inheritance Tax (IHT) calculator is designed to help financial advisers and paraplanners stay ahead of the 2026 and 2027 reforms. It now enables you to: ✅ Model IHT liability based on estimated date of death ✅ Account for gifting, pensions, and full estate breakdown ✅ Understand how legislative changes could impact client outcomes Whether you're preparing for client meetings or reviewing estate plans, our calculator brings clarity to complex conversations. 🔗 Try it now: https://bit.ly/3KFxQXR

We’re excited to share that Octopus AIM VCT and AIM VCT 2 have announced their intention to fundraise later this financial year. Remember VCTs are high risk and your capital is at risk. AIM VCTs invest in UK companies listed on the Alternative Investment Market (AIM), investing in companies like Diaceutics PLC and The Craneware Group. As the UK’s largest investor in AIM, the team have been investing in the market for over 25 years and focus on businesses from a diverse range of sectors, from building materials and pharmaceuticals to software development and battery technology. AIM VCTs are high-risk investments. The value of an investment can fall as well as rise. You may not get back the full amount you invest. VCT 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. Any company examples are for illustrative purposes only. They should not be considered as an investment recommendation. Register your interest to be the first to know when the fundraise opens 👉 https://lnkd.in/d6FWRpJ9 Find out more about AIM VCTs: https://lnkd.in/dYJbhdja This advertisement is not a prospectus. Investors should only subscribe for shares based on information in the prospectus and Key Information Document (KID), which can be obtained from https://lnkd.in/dkrrSF25