Octopus Investments

There's never been a stronger reminder of the importance of a healthy ecosystem than the challenges we face today. So, how are ESG-focused investors factoring this critical issue into their portfolios? Join Alex Godfrey, Investment Director at Octopus Investments, as he speaks on the panel, "Natural Capital: Protecting the Ecosystem" at The ESG Club Conference 2024. Date: Wednesday, 3 July 2024 Time: 09:40 – 10:25am. Alex will be joined by leading industry experts to discuss how we can invest in protecting our natural world. Don't miss out on this insightful discussion! https://bit.ly/4eGufGQ #ESGClub2024 #NaturalCapital

An interesting article in Trustnet last week looking at how equity income funds need to achieve a delicate balancing act, in which our FP Octopus UK Multi Cap Income Fund is mentioned, alongside other established funds. Our products and services will place your capital at risk. Click here to read the full article: https://bit.ly/3RIE1hV

If your estate has an inheritance tax liability, your beneficiaries will have to pay the inheritance tax bill. This may not be the kind of legacy most people think of leaving behind. The good news is that there are plenty of things you can do in your lifetime to take care of a potential inheritance tax problem. But finding the right options for you will depend on your personal circumstances. In this guide, we set out some of your options in more detail to help you make an informed choice. Read the guide on our website: https://bit.ly/3VSWGdn

Transforming the UK’s built environment requires innovative solutions. At Octopus, our real estate debt strategy addresses the gap traditional lenders leave behind. We're focused on providing flexible funding to high-quality borrowers for transitional real estate projects. This approach supports developers in transforming underutilised spaces into vibrant communities, benefiting investors and society alike. Institutional investors can read our article to find out more: https://bit.ly/3XELkeg

With a growing aging population and half of the UK’s care homes being registered over 20 years ago, the UK is facing a shortage of quality care homes. We're on a mission to change that with our care homes strategy. Introducing Hepworth House in Wakefield: a new 66-bed care home designed for exceptional care and built with the environment in mind. Spacious rooms, advanced draining systems, and ground source heating are just a few highlights. Institutional investors can discover more about Hepworth House: https://bit.ly/3UT83A6 #CareHomes #SustainableInvestment #TheFutureofCare

We were proud sponsors of the ‘Entrepreneur of the Year’ award at this year’s Enterprise Investment Scheme Association Awards🏆 The event recognises excellence in various categories across the EIS and SEIS ecosystem, and we were honoured to be part of the annual ceremony held at the House of Lords. Huge congratulations from everyone at Octopus Investments to this year’s winner 🎉Ishani Malhotra🎉

If you thought inheritance tax was just for extremely wealthy people to worry about, think again. Rising property prices mean more estates than ever are likely to face an inheritance tax bill. In fact, the amount of inheritance tax collected is expected to reach £9.7 billion by 2028-29. Although often in the news, inheritance tax is still not widely understood. That’s worrying because it affects thousands of families every year. We hope our introduction to inheritance tax guide helps explain the topic (Link to the guide👇). You can also find out more on our website or from speaking to your financial adviser: https://bit.ly/3VSWGdn

The preservation and restoration of our earth's ecosystems and biodiversity are paramount. But how can we ensure that sustainable economic development goes hand-in-hand with environmental stewardship? Join Alex Godfrey, Investment Director at Octopus Investments, at the upcoming AREF Conference 2024, where he'll participate in a breakout session on Natural Capital Investment. The session will explore the latest trends, challenges, and success stories in this vital field. You'll learn about innovative investment strategies making a real impact, gain insights from leading experts, and see real-world examples of the tangible benefits of investing in our planet's natural capital. Breakout session: Natural Capital Investment Date: Tuesday, June 25, 2024 Time: 2.30 PM We look forward to seeing you there! #AREF2024 #NaturalCapitalInvestment

"There's a need for affordable housing pretty much everywhere in the UK" - Catherine Short, Investment Manager at Octopus Investments. We're thrilled to share that Octopus has funded a new affordable housing development in Great Haddon, south of Peterborough. This development will provide a mix of 26 houses and flats, offering much-needed affordable housing options for families and couples. This project is a fantastic example of how private capital can address the affordable housing shortage. To find out more, watch the video below or discover more about our institutional strategy on our website: https://bit.ly/3zajRa6

We're excited to share that we have been shortlisted for the "Landlord of the Year - Private Sector" award at the 2024 Unlock Net Zero Awards. This nomination reflects our Care Homes team’s ongoing commitment to invest in quality care homes that are fit for the future and ensure the right quality of care is provided to the elderly today, and in decades to come. A big thank you to Unlock Net Zero, and well done to all other shortlisted companies.