Octopus Investments

The new labour government have shown their support for UK start-ups and entrepreneurs by announcing an extension of the Enterprise Investment Scheme (EIS) and the Venture Capital Trust (VCT) Scheme to April 2035. The extension will continue to encourage investment into early-stage businesses by offering investors tax reliefs, helping to promote innovation and support the economy. #VentureCapitalTrusts #VCT #UKInvestment VCT and EIS investments are high risk. Investors could lose all the money they invest. Tax benefits are subject to personal circumstances, qualification criteria, and prevailing tax legislation, which may change. This type of investment may not be suitable for you. Find out more about our VCTs and our portfolio companies: https://bit.ly/4eMhmdB

We're excited to share that we have been shortlisted for the Best Place-Based Impact category at the Pensions for Purpose Content Awards 2024. This recognition highlights our ongoing efforts to tackle regional inequality and drive positive change in the communities we support with our affordable housing initiatives. A big thank you to Pensions for Purpose, and well done to all other shortlisted companies. #PensionsforPurpose #AffordableHousing #RealEstate

From our latest research in collaboration with mallowstreet, we found that Local Government Pension Schemes (LGPS) are increasingly turning to social infrastructure as a strategy for targeting higher returns, lower climate risks, and enhanced diversification. To find out more click here to read the report - https://bit.ly/3zAEjBB

📢 We’ve launched a new free service for advisers and paraplanners! ‘Ask Octopus’ is a helpdesk offering technical support on all things inheritance tax and estate planning. If you have a question simply fill out the form or book a meeting with one of our expert team. Ask Octopus here - https://bit.ly/3Y4xfXa 🐙

Our Affordable Housing team spent the last few days attending the Labour Party Conference. On Tuesday, we co-hosted an event with Better Society Capital and Labour Together and brought together MP’s and fellow stakeholders to discuss the UK’s housing challenges and the incredible opportunity private capital has in helping to solve the issues we face. Jack Burnham our Head of Affordable Housing had this to say about the conference, “Octopus is committed to investing in the people, ideas and industries that will change the world, and we are passionate about contributing to solutions that can have a positive impact on the UK's housing challenges. We were delighted to speak with MPs and stakeholders at the Labour Conference alongside Better Society Capital and Labour Together and look forward to engaging with the new government alongside other partners over the coming years."

In the dynamic real estate market, staying ahead of trends and diversifying portfolios are key to long-term success. Join Kevin Beirne, Head of Retirement Living at Octopus Investments, as he speaks at "Unlocking Opportunities: Why Real Estate Investors Should Focus on Senior Living and Care Sector?" at EXPO REAL 2024. Date: Monday, 7 October Time: 10.00am – 10:30am. Kevin will be joined by leading industry experts to discuss how we can address the growing needs of an aging population. Institutional investors can register now for the SHHA Networking & Thought Leaders Session: Why Real Estate Investors Should Focus on Senior Living & Care Sector? - https://bit.ly/4dlgtra #EXPOREAL #SHHA #RetirementLiving

Jack Burnham, Head of Affordable Housing at Octopus Investments, will be speaking at the upcoming Pensions for Purpose Annual Symposium & Awards on Tuesday, 8 October. Join him on the "Impactful Productive Finance" panel at 2:20 pm. This year's theme, "The Future of Investing- 3D- Risk, Return and Impact," will explore current and future potential for governance, social and environmental impact integration. We hope to see you there!   👉 Learn more: https://bit.ly/4dfTX2P   #ImpactInvesting #SustainableFinance #OctopusInvestments #AffordableHousing

We’re proud to announce that Jack Burnham has been shortlisted for the Rising Star award at the LGC Investment Awards 2024. Jack’s dedication to driving innovation in affordable housing and his commitment to supporting local authorities' efforts have truly set him apart. This nomination is a testament to his hard work and passion for helping to create genuinely affordable, quality homes for those who need them most. Congratulations, Jack! #LGCInvestmentAwards #RisingStar #AffordableHousing #SustainableInvesting

In London's Docklands, Octopus has played a part in the area's ongoing transformation. ️ Our commercial loan facilitated the acquisition and conversion of a part-vacant office building into a residential property with 63 new homes. This project contributes to the regeneration of the Isle of Dogs Opportunity Area – a massive undertaking set to deliver over 10,000 new homes and 110,000 jobs. We're proud to be part of financing the creation of thriving communities in London. Discover more about our projects: https://bit.ly/3YoUYC2 #RealEstateDebt #CommunityInvestment #Catalystfortransformation

Investing in a Venture Capital Trust gives retail investors access to high growth potential businesses selected by specialist investment managers. These businesses often operate in innovative sectors such as technology and healthcare 🧑🔬 Supporting the growth of these smaller companies drives the UK economy, fostering job creation and prosperity across the country. VCT investments are high risk. Investors may not get back the full amount they invest. Tax benefits are subject to personal circumstances, qualification criteria, and prevailing tax legislation, which may change. This type of investment may not be suitable for you. Understand more about VCTs in our guide: https://bit.ly/4eiaqVf #VentureCapitalTrusts #VCT #UKInvestment