Tax year end is a busy time. To be as helpful as possible, we’ve put the key dates you must be aware for each tax-efficient investment we offer.
| Product | Key dates | Next steps | |
|---|---|---|---|
| Enterprise InvestmentScheme |
Octopus Venture Knowledge Intensive EIS Fud 2023/24 |
5 April 2024, 12 pm Deadline for applications and cleared funds Important: cheques must be received by 28 March 2024. |
Find key documents and apply online |
| Venture Capital Trusts | Octopus Titan VCT | 2 April 2024, 5 pm Deadline for applications and cleared funds Important: cheques must be received by 28 March 2024 The fundraise will close when capacity is reached, or on 2 April 2024, whichever comes first. |
Find key documents and apply online |
| Octopus Apollo VCT | 2 April 2024, 5 pm Deadline for applications and cleared fund Important: cheques must be received by 28 March 2024 The fundraise will close when capacity is reached, or on 2 April 2024, whichever comes first. |
Find key documents and apply online | |
| Octopus Future Generations VCT | 2 April 2024, 5 pm Deadline for applications and cleared funds Important: cheques must be received by 28 March 2024. |
Find Key documents and apply online | |
| Business Relief | Octopus AIM Inheritance Tax ISA | 5 April 2024, 12 pm Deadline for applications and cleared funds to be included in the tax year. |
Find key documents and apply online |
Have you made the most of tax planning opportunities with your clients?
Now’s the time to make sure you’ve done everything you can for clients and helped them use any available allowances.
Take a moment to go through our short tax year end checklist – it might help you spot unexplored opportunities before the tax year ends.
Use the checklist >>
