Our Products

Instead of bombarding you with ready-made products, we’ll listen to what you really want for your clients. And then explain exactly how we can help you achieve it.

By listening carefully to both advisers and clients, we’ve been able to develop a range of innovative products that meet a variety of specific needs. So whether your clients are looking to generate income, or to secure their families’ futures and protect an inheritance, we’ll find a solution that works for them.

Our extraordinary record of success has also attracted some of the most experienced investment professionals around to work for us, so you can be sure your clients’ money is in the best possible hands.

Inheritance Tax Products

HM Revenue & Customs can claim up to 40% of your estate. At Octopus, we’ve designed a range of simple, flexible products to substantially reduce your inheritance tax liability.

Venture Capital Trusts

Investments in VCTs receive 30% income tax relief. Octopus is one of the largest VCT managers in the UK – and was voted 'Best VCT Provider of the Year' in 2007 and 2008.

Enterprise Investment Schemes

EIS's are one of the most tax-efficient investment products available. They’re particularly suited to investors with income or inheritance tax liabilities, or capital gains to defer.

CF Octopus Opportunities Fund

The CF Octopus Opportunities Fund allows you to invest in fast growing companies at attractive valuations. We believe this sector represents huge opportunities for investors.