How does my client make a withdrawal?

If your client would like to make a withdrawal from their inheritance tax or EIS portfolio, please call us on 0800 316 2067 or email support@octopusinvestments.com. We’ll also be able to give you more information on withdrawal timeframes.

If your client is thinking about selling their VCT shares, you’ll find more information here about the process, including the documents they’ll need. You’ll also find information on how they can reinvest proceeds into another VCT.