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Octopus

Tax Planning

Clients' VCT interest piqued but suitability questions remain

Do advisers think VCTs are a suitable option for their clients?

clock 19 February 2014 •

Equities

Octopus launches tax planning site for advisers

Venture capitalist Octopus Investments has launched a tax planning microsite for advisers to help address clients' needs in the run up to tax year end.

clock 17 February 2014 •

Investment

Octopus predicts surge in VCT sales as UCIS ban bites

Octopus Investments has predicted a steep rise in allocations to venture capitalist trusts (VCT) in the coming year, having already seen a ten-fold increase in money attracted by its funds in the last year.

clock 02 January 2014 •

Managed solutions

PA Portfolio: What is your Europe strategy?

EUROPE

clock 03 October 2013 • 4 min read

Fixed Income

Unravelling the fixed income conundrum

FIXED INCOME

clock 22 August 2013 •

Tax Planning

Have VCTs reached the level of maturity investors want?

VCTs

clock 25 April 2013 •

Estate planning

IHT mitigation: What are the options?

Paul Latham discusses inheritance tax mitigation strategies

clock 16 April 2013 •

Managed solutions

Why it pays to be picky when outsourcing

OUTSOURCING

clock 07 March 2013 •

VCTs / EIS

How can VCTs complement retirement planning?

Paul Latham discusses how venture capital trusts can help supplement clients' retirement planning

clock 19 February 2013 •

Managed solutions

Openwork launches funds for multi-asset solution

Multi-tied network Openwork has launched four funds which will form the basis of a range of multi-asset model portfolios soon to be available via its investment proposition, Omnis.

clock 18 February 2013 •
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