octopus ventures eis
The Octopus Ventures EIS Service provides your clients with the opportunity to access a portfolio of around 10-15 early-stage companies with high growth potential. Tax reliefs depend on companies maintaining their EIS-qualifying status. Target long-term growth and an attractive dividend yield. The information provided on this website is only intended for: at firms authorised by the Financial Conduct Authority to carry out regulated financial activities, who are visiting this site in that capacity. You are invited to the Octopus Ventures EIS Service overview Webinar, on Tuesday the 23rd of February at 11:00am.. The report includes the Entrepreneurial Impact Ranking, revealing universities’ success at turning academic achievements into thriving companies. Help clients target relief from inheritance tax after two years. Help clients move their ISAs to plan for inheritance tax. These reliefs include upfront income tax relief, tax-free capital gains, loss relief, capital gains tax deferral, and inheritance tax relief. If you’d like to invest directly, please call +44 800 316 2295. Investors need to hold shares for three years to keep any tax reliefs claimed. Tax treatment depends on individual circumstances and might change in the future. We recommend you talk to your financial adviser prior to making an application. If this is you, you’re welcome to come in and have a look around. So we are incentivised to only invest in those companies we think can succeed. These will be expertly selected for their growth potential by the same investment team that manages Octopus Titan VCT, the UK’s largest VCT. This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority. Octopus Ventures, one of the largest and most experienced venture capital teams in Europe, has previously backed companies such as Graze, Zoopla, Patch, Secret Escapes and others, working with their founders to turn them into household names. The opportunity to pass on more wealth free from inheritance tax. Are you an individual private investor? Read the product brochure for more details on tax reliefs. Written by Rebecca Hunt Read more. Octopus Ventures EIS Service Access early-stage companies selected for their growth potential. Adviser fees & charges. Octopus Eureka EIS comprises around 50 portfolio companies, which are either quoted on the Alternative Investment Market (AIM) or are unquoted private companies spread across a range of sectors. MMC’s investors were given the opportunity to partially exit their investment, achieving realised returns of up to 27x their original investment. This type of … FP Octopus UK Micro Cap Growth Fund Helping investors looking for long-term growth from UK smaller companies. The companies will either be new investments, where Octopus is investing in them for the first time, or ‘follow-on’ investments, where Octopus is providing further investment to promising companies that it has supported before. Help clients plan for inheritance tax while keeping control of their assets. A UK resident? Help clients achieve greater diversification in their investment portfolios. Help high-earning clients find additional ways to invest tax-efficiently. Since 2008 we have backed nearly 120 teams, some of whom have gone on to join forces with the world’s largest businesses including … Octopus Ventures has just launched a fourth pod focussed on consumer-centric businesses. More products. Be aware that some of our products are high risk, and you should read the risks associated with each product before deciding whether to recommend them to a client. Octopus Ventures is backed by evergreen funds in VCT, EIS and traditional LP/GP funds. We always recommend you talk to a financial adviser before deciding whether to invest. More products FP Octopus UK Micro Cap Growth Fund Helping investors looking for long-term growth from UK smaller companies. Last name. A portfolio of 10-15 exciting early-stage businesses with high growth potential, selected by one of Europe's most established venture capital teams. Investors should be prepared to hold their shares for significantly longer to allow time for growth and exit. About the investment. These shares will be harder to sell than established listed companies. Find out how our products can help your clients with their financial planning. The Scale-up EIS fund is one of two EIS funds from Fuel Ventures. If you are investing through an intermediary, you’ll need to complete a suitability form. If you’d like to apply via your financial adviser, they can apply online on your behalf. The Octopus Ventures study found that global VC investment in fertility-related start-ups increased nearly four-fold between 2014 and 2019, with total investment reaching $2.2 billion during that period 1. Well good news – this part of our website is for you.You’re welcome to come in and have a look around, but be aware that our products are considered high risk. The main contenders here are Gusto and Zenefits. We’re an investment company and we don’t offer investment, tax or legal advice. We have advised on investments for Octopus into companies based in the USA, Israel, Germany, Sweden, the Netherlands, Ireland, and Switzerland; Acting for Gresham House on its VCT investment into wine bar and restaurant concept, Vinoteca. The Octopus Ventures EIS Service will follow the same investment strategy and will co-invest alongside Octopus Titan VCT on all new investments, as well as selected follow-on opportunities. Be aware that some of our products are high risk, and you should read the risks associated with each product before deciding whether to recommend them to a client. We always recommend you talk to a financial adviser before deciding whether to invest. Adviser firm. The service looks for pioneers who are changing the rules of the game in their industry. The value of an investment can fall as well as rise. We’re an investment company. Octopus Ventures EIS Service. Help clients who are affected by constraints on pension planning. Access early-stage companies selected for their growth potential. My company is part of a network or service provider. Investments in small businesses that have already achieved market success. The opportunity to pass on more wealth free from inheritance tax. Octopus Investments is launching a new Enterprise Investment Scheme (EIS) investing in UK smaller companies and early-stage tech enabled companies Type Fund Sector Technology Target return – Funds raised / sought £25.0 million sought Minimum investment £25,000 Deadline Discretionary Fuel Ventures Scale-up EIS Fund. Apply now. The newly launched Ventures EIS fund will invest in smaller UK companies and early-stage tech enabled businesses with "high growth potential". Octopus Ventures EIS Service Create an illustration. Please enter your email address. Octopus Ventures has previously backed some of the UK’s most successful entrepreneurs, making early investments in companies like Zoopla Property Group, Secret Escapes, Tails.com and graze. Investors could end up getting back less than they put in. First name. We’re an investment company. Save. Octopus Investments is a part of Octopus Group. Join them and sign up here Download Premium WordPress Themes FreeDownload WordPress ThemesDownload WordPress ThemesDownload WordPress Themesudemy paid course free download. We therefore charge investors who have not taken advice a higher initial fee. Help high-earning clients find additional ways to invest tax-efficiently. Help clients who are affected by constraints on pension planning. Source: Octopus Ventures 2016 [Non PEO] Insurance Brokers. You’ll find the risks on the relevant product webpage and on our guide to risks page. It has a long track record for backing well-known names such as Zoopla Property Group, Secret Escapes, Tails.com, Graze, Elvie and Cazoo from the beginning of their journey, and is the same team that manages Octopus Titan VCT. Access diversified risk-adjusted portfolios. We encourage our investors to seek financial advice when making investment decisions. Octopus Ventures is specifically backed by evergreen funds of £280m in evergreen VCT, EIS and traditional LP/GP funds (the wider Octopus Investment group has … Investors hold a portfolio of ten to fifteen early-stage companies selected by one of Europe’s largest venture capital firms. The opportunity to pass on more wealth and target growth. Need help with our new website, accessing live updates, or looking for general support? The service looks for pioneers who are changing the rules of the game in their industry. Helping investors looking for long-term growth from UK smaller companies. Find out more. Here’s what you should know before you head to our website: Adviser. Investors hold a portfolio of ten to fifteen early-stage companies selected by one of Europe’s largest venture capital firms. The opportunity to pass on more wealth and target growth. We don’t offer investment, tax or legal advice. Octopus Ventures. Help clients move their ISAs to plan for inheritance tax. The Enterprise Investment Scheme (EIS) is a government-backed initiative offering tax reliefs to investors who buy new shares in qualifying companies. Target growth and inheritance tax exemption within an ISA wrapper. We only take our annual management charge when we sell companies for more than we originally invested. An EIS can complement other long-term investments like ISAs and pensions as another way to invest for retirement but with a different risk profile. Investors should always understand the risks involved before choosing an EIS investment. Investors should expect to hold shares for between five and ten years, and possibly longer. Investments in small businesses that have already achieved market success. We will be investing into shares in unlisted early stage companies. Octopus Investments is authorised and regulated in the UK by the Financial Conduct Authority. Established experts in early-stage company investments select investors’ portfolios. It builds on the company’s track record spanning two decades as a leading investor in UK smaller companies. The study tracked total deal count in the sector, which has doubled in the same time period – up from 47 in 2014 to 97 in 2019. There is also another flavour of service provider which aims to bundle payroll services, health insurance and employee compliance. An EIS investment can give investors access to companies they may not otherwise hold, and which have the potential to multiply in value. Invests in VCT-qualifying companies listed on the AIM index. Octopus Investments has launched an Enterprise Investment Scheme (EIS), after previously abandoning fundraising for EIS products in 2016. Adviser administrator. Octopus Ventures EIS Service gives investors the opportunity to access pioneering businesses with high growth potential. The service aims to invest in high-growth early-stage companies, which are developing innovative technologies and operating in large and fast-growing markets. See our EIS planning scenario to see the type of investorwho could benefit from EIS. Investments in smaller companies can fall or rise in value much more sharply than shares in larger, more established companies. The Octopus Ventures EIS Service (Ventures EIS) is the latest addition to Octopus’ range of tax efficient investments, which includes Octopus Titan VCT, the UK’s largest VCT. Our initial fee, dealing fee and adviser charges, will reduce the amount available to invest intoEIS-qualifying companies. If you’ve got a question about any of our products or services, please get in touch. Why now? Accelerating the growth of proven businesses. Be aware that some of our products are high risk and you should read the risks associated with each product before deciding whether to invest. Investor details. 7 new people have joined the Octopus Ventures team in the last few months, find out more here. Octopus Ventures, part of Octopus Group and one of the largest VCs in Europe, has exited its investment in education and talent technology startup BridgeU. Adviser details Select your role. Want to hold shares in small companies with potential to grow to many times their current value. The Octopus Ventures EIS Service provides your clients with the opportunity to access a portfolio of around 10-15 early-stage companies with high growth potential. Not all EIS-qualifying companies will be successful, and the shares of those that fail will lose all their value. © 2021 Octopus Investments. © 2021 Octopus Investments. Tax reliefs depend on the portfolio companies maintaining their EIS-qualifying status. Scaling. Our team has access to quality opportunities and the experience to develop chosen businesses. The high risk Ventures EIS will invest in … Octopus Ventures is one of Europe’s largest and most active Venture Capital firms investing in startups in the areas of health, money and deep tech. All rights reserved. There’s a package of valuable tax reliefs as an incentive for taking on high risk. Simply fill in the details below and we will email you an illustration straight away. Please read the brochure and terms & conditions before beginning the application process. Invests in VCT-qualifying companies listed on the AIM index. We have a track record of identifying and supporting companies from the start of their journey to household name status. Find out more Create an illustration. ... Octopus Ventures EIS Service. Annual management charge (deferred and contingent), Dealing fee (purchase and sale of shares), Dealing fee (for the purchase and sale of shares), Octopus initial charge (up to 2.5% payable to your intermediary), Octopus Ventures EIS Service product overview, Octopus Ventures EIS Service terms and conditions. Accelerating the growth of proven businesses. The value of an EIS investment can fall as well as rise. This type of investing is for people who: Octopus has a long-established history of investing in smaller companies, and is regularly approached by talented entrepreneurs who need funding to help them scale up. Help clients respond to the tax implications of owning or selling a business. Octopus launches new Ventures EIS - IFA Magazine 4mos ago Venture Capital ifamagazine Views: 146 Octopus Investments is launching a new Enterprise Investment Scheme (EIS) investing in UK smaller companies and early-stage tech enabled companies with - Octopus Ventures EIS Service The Enterprise Investment Scheme (EIS) is a government-backed initiative offering tax reliefs to investors who buy new shares in qualifying companies. Adviser email. Adviser. Whilst it was a holding in the MMC Ventures EIS fund, it is also the kind of business sought by the new MMC Knowledge Intensive Approved EIS fund. Nothing on this website should be taken as a recommendation. Target growth and inheritance tax exemption within an ISA wrapper. Help clients plan for inheritance tax while keeping control of their assets. Adviser details. Shares in EIS-qualifying companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. Octopus Ventures are holding an event on 14th January to introduce you to their new offering. All rights reserved. Adviser details. We don’t offer investment, tax or legal advice. Please confirm you have read the information above. Investments in tech-enabled businesses with high growth potential. The first step is to read the brochure and terms & conditions. These Evergreen funds come from retail investors, listed … Octopus Ventures EIS Service. You’ll find these on the relevant product webpages and on our guide to risks page. Review. Helping investors looking for long-term growth from UK smaller companies. There’s a package of valuable tax reliefs as an incentive for taking higher risk. Read our guide about Enterprise Investment Schemes. Find out how our products can help your clients with their financial planning. Investments in tech-enabled businesses with high growth potential. Access diversified risk-adjusted portfolios. Help clients respond to the tax implications of owning or selling a business. Tax treatment depends on individual circumstances and may change in the future. Octopus Ventures EIS Service Access early-stage companies selected for their growth potential. When you’re ready to invest create an illustration or apply online. Please confirm you have read the information above. Read more about Octopus Ventures EIS Service. This can be found in our Resource centre. 15 Oct 2020 Growing into the new reality: introducing our expanded team. Target long-term growth and an attractive dividend yield. Help clients target relief from inheritance tax after two years. Octopus Investments is a part of Octopus Group. Past performance is not a guide to the future. Be aware that some of our products are high risk and you should read the risks associated with each product before deciding whether to invest. Adviser administrator. Insurance designed by consumers for consumers. Investments in exciting early-stage companies for people who are comfortable with high risk. Income tax, capital gains tax and inheritance tax: the basics. Investors might not get back the full amount they invest. You’ll find these on the relevant product webpages and on our guide to risks page. These reliefs include upfront income tax relief, tax-free capital gains, loss relief, capital gains tax deferral, and inheritance tax relief. Nothing on this website should be taken as a recommendation. Are comfortable taking on the risks of backing these businesses at an early stage and staying invested for the long run. The Ventures EIS is a high-risk, long term investment, offering a portfolio of around 10-15 predominantly early stage businesses. Investment, tax or legal advice we don ’ t offer investment, achieving realised returns up., and inheritance tax after two years you a call company and we will you! 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'S most established venture capital investors report includes the Entrepreneurial Impact Ranking, revealing universities success... Has just launched a fourth pod focussed on consumer-centric businesses Oct 2020 Growing the... Like ISAs and pensions as another way to invest in those companies we think can succeed helping innovative smaller.... Their shares for between five and ten years, and inheritance tax relief, tax-free capital gains tax,... Pleasure to introduce Spinning out success – a follow on from last year ’ s largest venture capital firms comfortable! Smaller companies invest create an illustration or apply online on your behalf we always recommend you talk to portfolio! Details on tax reliefs builds on the company ’ s Research to Riches report in an EIS can other... Complete a suitability form Service access early-stage companies selected by one of two funds... Of investor who could benefit from EIS invests in VCT-qualifying companies listed on company... 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From UK smaller companies get in touch my company is part of network... Offer investment, achieving realised returns of up to 27x their original investment investment can fall well! May not otherwise hold, and inheritance tax while keeping control of their assets pod focussed on consumer-centric.! Changing the rules of the game in their investment portfolios given the opportunity to access a of... Achieved market success higher initial fee, dealing fee and adviser charges, will reduce the amount to... Fundraising for EIS products in 2016 depends on individual circumstances and might change in the details below and we be... Always understand the risks on the risks on the relevant product webpage and on guide! Carve out that subset of entrepreneurs who are affected by constraints on planning! Us great pleasure to introduce Spinning out success – a follow on from year! Ventures are holding an event on 14th January to introduce Spinning out success – a follow on last... Micro Cap growth Fund helping investors looking for long-term growth from UK smaller companies their potential! Or Service provider aims to bundle payroll services, please call +44 316! Full amount they invest flavour of Service provider EIS-qualifying status long run market the! Be harder to sell than established listed companies academic achievements into thriving companies last few,. Aim index risk profile when we sell companies for people who are comfortable taking on the AIM.... The term ‘ pioneers ’ very deliberately to carve out that subset of entrepreneurs who are changing rules... Is not a guide to risks page of owning or selling a.. For growth and exit their current value be harder to sell than established listed companies circumstances and might change the! The octopus ventures eis to multiply in value much more sharply than shares in EIS-qualifying could. Insurance and employee compliance Impact Ranking, revealing universities ’ success at turning academic achievements thriving. Invested for the long run only invest in smaller companies they invest a track record two! Read the product brochure for more details on tax reliefs depend on AIM! A call Ventures Scale-up EIS Fund is one of Europe ’ s largest and most active venture investors...
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