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Octopus Investments

Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Tax planning

Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Catch up on Tuesday's webinar on pensions being brought into IHT's scope

clock 26 September 2025 • 1 min read
Octopus Investments names Erin Platts as CEO

People

Octopus Investments names Erin Platts as CEO

Platts will also continue to lead Octopus Ventures in dual role

clock 02 September 2025 • 1 min read
Five reasons VCTs could make sense for your clients and your business

VCTs / EIS

Five reasons VCTs could make sense for your clients and your business

'VCTs are now emerging as a tax-efficient option for a potentially wider audience'

clock 07 August 2025 • 5 min read
Octopus Investments CEO Benjamin Davis to exit

People

Octopus Investments CEO Benjamin Davis to exit

Departing executive joined in 2010

clock 04 June 2025 • 1 min read
PA360 North: Advisers urged to be gender neutral in their advice

Your Business

PA360 North: Advisers urged to be gender neutral in their advice

‘There are risks if you don’t engage’

clock 02 October 2024 • 2 min read
Octopus Investments unveils IHT and estate planning helpdesk

Estate planning

Octopus Investments unveils IHT and estate planning helpdesk

Aims to provide clarity on tax rules and the legalities of estate planning

clock 16 September 2024 • 2 min read
Octopus CEO: 'The industry remains untrustworthy'

Your profession

Octopus CEO: 'The industry remains untrustworthy'

Advice ‘needs to move away from un-relatable investment products’

clock 05 September 2024 • 4 min read
Financial advisers unprepared for great wealth transfer

Your profession

Financial advisers unprepared for great wealth transfer

Only a third of advisers have a plan in place for the Great Wealth Transfer

clock 16 July 2024 • 2 min read
Former Octopus sales managers launch financial advice firm

Your profession

Former Octopus sales managers launch financial advice firm

The former managers partner with M&G Wealth Advice

clock 27 February 2024 • 1 min read
Five reasons why now is the time for EIS in client portfolios

VCTs / EIS

Five reasons why now is the time for EIS in client portfolios

'The current market presents a unique opportunity'

clock 22 February 2024 • 5 min read
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