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Octopus Titan VCT is currently closed to new investment.
Want to find out when it next opens for fundraise?

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Backing Britain’s brightest businesses

Over the last decade we’ve backed some of the UK’s most successful entrepreneurs, including the founders of SwiftKey, Zoopla Property Group and graze.com. Investors can also claim a number of tax incentives, which are explained below.

When Octopus Titan VCT is open for fundraise it’s also possible to invest using funds from an existing ISA.

Some risks to keep in mind

Please remember, investing in a VCT places your clients’ capital at risk, and they could get back less than they originally invested. Tax treatment depends on individual circumstances and may change in the future, and tax reliefs depend on the VCT maintaining its VCT-qualifying status. Make sure you read the ‘Explaining the risks’ section below, and for full details of fees, charges and risks, look at the product brochure and prospectus on this page.

VCTs are not suitable for everyone and it’s important that your clients fully understand the risks involved.

 

If you’d like to dig deeper into how Octopus Titan VCT can help your clients, our Octopus Titan VCT explained page features a video, client planning scenarios, blogs and more.

Octopus Titan VCT explained

Reasons to consider Octopus Titan VCT

Backing successful entrepreneurs
A VCT will only be successful if it invests in companies capable of realising their potential. And this is where Octopus Titan VCT truly excels. In fact, some of the world’s highest profile and most innovative technology companies, such as Google, Microsoft and Amazon, have acquired businesses funded by Octopus Titan VCT, and recognise Octopus Ventures as an investor in the next generation of world-changing technology companies.

The advantages of a diverse portfolio
Octopus Titan VCT features around 50 early-stage companies, from a broad range of sectors. Managing a portfolio of this size gives the team greater confidence that if any of the portfolio companies fail, the other holdings can compensate. This makes it a great way for investors to get broad exposure to this part of the UK economy.

Proven talent
Octopus Titan VCT is managed by Octopus Ventures, which specialises in backing talented entrepreneurs that are using technology to drive innovation and disrupt traditional industries. Octopus Ventures brings together a wide range of business skills and individual insights, having been involved in some of the most successful European technology companies.

Tax reliefs
Investors can claim up to 30% upfront income tax relief on newly-issued VCT shares, provided they are held for at least five years. Any dividends are tax free, and investors don’t need to declare them on their tax return. There’s also no capital gains tax to pay if the VCT shares are sold at a profit. Tax reliefs are available on VCT investments of up to £200,000 per year – though the amount of any upfront tax relief cannot exceed the amount of income tax due. Investors should read our handy guide to claiming income tax on their VCT shares.

Explaining the risks

Investors’ capital is at risk and investors could lose money
The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.

This is a long-term investment
Investors should be prepared to hold shares for a minimum of five years. If they decide to sell their shares before then, they will be required to repay to HM Revenue & Customs any upfront income tax relief they’ve claimed.

This is a high-risk investment
Octopus Titan VCT invests in companies that are not listed on the main market of the London Stock Exchange. Investments in smaller companies can fall or rise in value much more sharply than shares in larger, more established companies. They can also take longer and be more difficult to sell. If your clients aren’t comfortable with the risks involved with unlisted companies, this investment may not be right for them.

Shares may be difficult to sell
There isn’t an active market for VCT shares in the way there is for shares in big companies like BP and Vodafone. This means that if an investor decides to sell their Octopus Titan VCT shares, they may not be able to find a buyer, or they may have to accept a price lower than the net asset value of the investment. However, we will do our best to help investors sell their Octopus Titan VCT shares.

Past performance is no guide to the future
The past performance of an investment is not a reliable indicator of future results. Nor should investors rely on any forecasts made about future returns.

Tax rules can change
Rates of tax, tax benefits and tax allowances do change. In addition, the tax benefits available to investors through this investment depend on an investor’s own personal circumstances. To ensure VCT money continues to support Government policy objectives, HM Treasury can also change the definition of a VCT-qualifying investment in the future, which could impact the nature of new investments a VCT can make over time.

The VCT’s qualifying status could end
Should a VCT lose its qualifying status, tax advantages (such as tax-free dividends and exemption from capital gains tax) may be withdrawn from that point. If this happens within five years of the initial investment, investors may be asked to repay any upfront income tax relief they have already claimed.

Loyalty discount

We offer a 1% loyalty discount for existing Octopus VCT investors.

Related Documents

Visit the document library

Octopus Titan VCT prospectus

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Shareholder information

Follow this link to view the latest Octopus Titan VCT announcements and share prices from the London Stock Exchange.

London Stock Exchange code: OTV2
Registrars: Computershare Investor Services PLC, The Pavilions, Bridgwater Road, Bristol BS99 6ZZ
Tel: 0370 703 6324 (Many home phone tariffs now include free calls to 0370 numbers. If you do not get inclusive calls, or are calling at a time of day when calls are charged for, the total call cost is usually a combination of a call set-up fee and a per-minute rate which from a BT landline is 10p per minute)
Auditors: James Cowper Kreston
Registered in England: No. 06397765
Registered office: 33 Holborn, London, EC1N 2HT

Latest AGM results
Octopus Titan VCT GM Results – 27 March 2017

Latest annual report
Octopus Titan VCT annual report 31 October 2016

Latest interim report
Octopus Titan VCT interim report 30 April 2017

Allotment deadlines

17 November 2017 (First allotment of current share offer).

Subsequent allotments will occur at intervals thereafter.


Pricing and dividend information

Dividend information is being retrieved...

Want to ask us about Octopus Titan VCT?

Or perhaps you’ve got a question about VCT’s in general. Whatever your enquiry, our dedicated team of Business development Managers can help

Contact your local BDM

 

Please read

We do not offer investment or tax advice, and we always recommend investors talk to a financial adviser before making investment decisions.

This advertisement is not a prospectus and investors should only subscribe for shares on the basis of information contained in the prospectus, which is available in the document section of this webpage.

Be aware of VCT share scams run by third parties who claim to be connected with Octopus in some way. Visit our boiler room scams: warning to investors page for more information.