Octopus Titan VCTs - Top Up Offers

Titan Top Ups

The Octopus Titan VCTs are designed for investors looking for the potential to generate higher investment returns, through a combination of income tax relief and tax-free capital growth from a portfolio of early stage UK companies.

Investing through the Top Up Offer allows you to invest into the existing, more mature portfolio of investments, which is more likely to generate investment returns and tax-free dividends sooner than a new VCT.

VCT BENEFITS

30% Income tax relief on investments, up to £200,000*
Tax-free capital gains on sale of shares
Tax-free dividends

*Provided the investment is held for at least five years. The amount of relief you get cannot exceed your Income Tax liability for that year.

Key Risks

Past performance is no guide to future performance. It is important that you read and fully understand the risks involved with this investment so that you can decide whether it is right for you. These are set out in the prospectus.

Please remember that the value of an investment in this VCT may fall as well as rise and an investor may not get back the full amount invested. Tax rules and regulations are subject to change. A VCT should be regarded as a longer term investment. This VCT will invest in small companies which, by their nature, will have a higher risk profile than larger companies.

UNique Investment process

The Venture Partners are Octopus' exclusive group of leading entrepreneurs and business angels who introduce the best investment opportunities, assist with due diligence, and offer hands on support and co-investment into our portfolio companies.

We involve Venture Partners at an early stage in our investment decision making process, often engaging Partners with relevant industry experience as part of our initial due diligence.

This resource is beyond the means of most small companies and is our unique way of providing companies with not only finance, but also expertise and guidance on an ongoing basis, from people who have been there and done it before.

Smaller Company Expertise

The Titan VCTs are managed by the Ventures team at Octopus, which has an excellent track record of investing in early stage companies such as LOVEFiLM, Plum Baby, Site Confidence and ITM Power.

Since its formation, the team has invested £86 million into 54 companies, generating a realised internal rate of return (IRR) of 31%, as at 31 March 2011.

The team was voted VCT Manager of the Year at the British Private Equity Awards 2010.

For more detailed information on the team please click here.

Offer Details

SIZE: £6.25 million (across five Titan VCTs)

OPENED: 3 January 2012

CLOSES:     5 April 2012   (2011/12 tax year)
                 30 April 2012 (2012/13 tax year)

Why Now?

The Titan VCTs have a diverse portfolio across a range of sectors, including innovative businesses such as Zoopla, Graze.com and Secret Escapes, all of which are showing considerable success in the markets they serve.

The team continues to see a large number of investment opportunities which could be attractive to investors who take a long term view to investing in early stage UK companies which are run by ambitious entrepreneurs.

Product Literature

Octopus Titan Top Ups
Titan Top Up Offer document
Titan Top Up Application Pack

Open for Offer

The Titan VCTs are open for new investment.

Please call us on
0800 316 2298
or contact us online.