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Octopus Investments

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
How VCTs can help to provide advice opportunities

VCTs / EIS

How VCTs can help to provide advice opportunities

An opportunity to support clients and grow an advice business

clock 04 January 2024 • 5 min read
Quarter of advisers leave clients to start estate planning conversations

Estate planning

Quarter of advisers leave clients to start estate planning conversations

The difficulty of discussing death with clients is a barrier

clock 07 November 2023 • 1 min read
PA360 North: Govt IHT reliance a welcome fire under estate planning

Tax planning

PA360 North: Govt IHT reliance a welcome fire under estate planning

Governments remain ‘unlikely’ to part with the lucrative tax

clock 04 October 2023 • 2 min read
Octopus Investments reveals small cap 'dividend diamond'

Investment

Octopus Investments reveals small cap 'dividend diamond'

AIM stock picks for advisers to consider for portfolio construction

clock 08 March 2023 • 2 min read
Radiant launches investment platform powered by Octopus-owned tech provider

Your Business

Radiant launches investment platform powered by Octopus-owned tech provider

‘Clarity, cost and control'

clock 14 February 2022 • 2 min read
Baillie Gifford drops out of top ten in FE Crown Ratings after 'market shifts'

Investment

Baillie Gifford drops out of top ten in FE Crown Ratings after 'market shifts'

'Period of underperformance'

clock 24 January 2022 • 3 min read
Estate planning a 'huge' advice opportunity as stealth taxes bite

Estate planning

Estate planning a 'huge' advice opportunity as stealth taxes bite

‘Biggest area for planners’

clock 09 December 2021 • 2 min read

Your profession

Ruth Handcock: A multi-solution approach to close the advice gap

All options on the table

clock 28 April 2021 • 4 min read

Investment

Octopus confident of decision to put P2P platform in SIPP wrapper

Adviser: 'Not the same confidence in P2P'

clock 15 October 2019 • 2 min read
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