We’re delighted to see that the London Stock Exchange has named Fern Trading on its 2018 list of 1,000 Companies to Inspire Britain. Established in 2007, Fern is entirely owned by investors in the Octopus Inheritance Tax Service, and undertakes business activities in line with the Service’s investment aims.
1,000 Companies to Inspire Britain is an annual report that identifies 1,000 of the UK’s most dynamic businesses.
To qualify, companies must be active and registered in the UK. Investment vehicles and funds are excluded, as are charities and non-profit organisations.
All 1,000 companies are trading businesses making a tangible contribution to the UK economy, in sectors ranging from manufacturing to healthcare. The businesses that make the final list of 1,000 are those that have most outperformed their sector averages.
Building a brighter future
Through their investment, Fern shareholders have helped build a company that now operates more than 180 renewable energy sites, as well as funding the construction of hospitals, care homes, retirement villages and other properties.
Fern is the UK’s largest producer of solar energy from commercial scale sites. The business also operates other energy sites, including landfill gas and biomass sites.
You can watch video footage here that shows some of the businesses Fern operates, including solar sites, retirement homes and property financing. The videos show the valuable economic contribution clients are supporting through their investment in the Octopus Inheritance Tax Service.
Of course, as well as being an inspiring investment, the Octopus Inheritance Tax Service gives clients 100% inheritance tax relief on their investment, and is accessible should their circumstances change and they need to get their money back. To find out more, see the product brochure.
Key risks of the Octopus Inheritance Tax Service
- 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.
- Tax treatment depends on individual circumstances and may change in the future.
- Tax reliefs depend on the portfolio companies maintaining their qualifying status.
- The shares of smaller companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
The Octopus Inheritance Tax Service is not suitable for everyone and any recommendation should be based on a holistic review of your client’s financial situation, objectives and needs. We do not offer investment or tax advice. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. M2-CAM07015-1805.