What to do when someone dies

Depending on the product(s) the late client held, there are some things that may need to be considered when reviewing next steps. Our dedicated Intergenerational Planning team will help make this process as straight forward as possible. You can contact them on 0800 294 6826 or at estates@octopusinvestments.com.

If the client only held a VCT portfolio, next steps for this product will be managed through the VCT’s registrar, Computershare. We’ll have let them know the client has passed away if you’ve registered this with us, but for any future queries please call them on 0370 702 0003.