Octopus VCT

Octopus VCT is designed to combine lower risk investments and income tax relief with the target of producing an effective, tax-free return of 50% over the life of the investment.

The VCT aims to return to investors at least 105p (net of all charges and fees) for every 100p invested. This return, when combined with the 30% income tax relief, provides the effective tax-free return of 50% over the five year investment.

In order to align the interests of Octopus and investors in the Fund, we will only receive our annual management fees if investors have received their targeted investment return.

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This VCT is now open for investment. For more information, get in touch.

Please call us on
0800 316 2349
or contact us online.

A different type of VCT

The Octopus VCT offers a number of advantages over many other VCT structures in the market.

First, the investments made by this VCT are designed to be lower risk. Secondly, in order to provide investors with a clear exit route, shareholder approval will be sought in August 2015 to wind up the VCT and return the VCT’s capital to shareholders.

KEY BENEFITS

30% up front tax relief (investment must be held for at least 5 years)
Tax-free dividends
Lower risk investment model
Investor and Octopus interests are aligned
Octopus expertise in managing VCTs
Tax-free capital gains

Please remember that the value of an investment into Octopus VCT may fall as well as rise and an investor may not get back the full amount invested. Please note that there is no guarantee that the targeted minimum return will be achieved. Tax rules and regulations are subject to change.

Octopus VCT

Contact Us

A different type of VCT

KEY BENEFITS

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