Where we invest
Let’s look at an example company held in the Octopus Inheritance Tax Service
Fern Trading Limited is an example of one of the portfolio companies in the Octopus Inheritance Tax Service. The company is managed by Octopus and wholly owned by investors in the Service.
Fern was established in 2010 and has grown to become the parent company of a large trading group worth more than £3.4 billion. More information on Fern and its businesses can be found at ferntrading.com
More information about Fern A
Fern A is a company Octopus Inheritance Tax Service investors hold shares in and is a diversified portfolio of trading businesses across renewable energy, real estate and enterprise fibre infrastructure. These businesses operate in areas with long-term demand with the potential to generate sustainable cash flows and long-term growth.
Renewable Energy
Fern A entered the renewable energy sector to target consistent income, with some energy sites also benefiting from long-term inflation-linked government incentives.
Fern A is the UK’s largest producer of solar energy from commercial-scale sites.
It owns and operates more than 200 renewable energy sites, including solar installations, windfarms, biomass plants, landfill gas sites.
Property
Fern A issues conservative loans secured against property to experienced property professionals, providing finance for UK property investment and development.
Through issuing conservative, short-term loans, Fern can manage risk while targeting predictable returns and a healthy level of cash flow. This is especially important to Fern in providing liquidity and managing volatility for its shareholders.
Enterprise fibre infrastructure
Fern A includes Vorboss, a dedicated enterprise fibre network serving businesses in London. Vorboss focuses on providing high-capacity fibre connectivity to business customers, supporting the growing demand for reliable, high-performance connectivity. This is distinct from Fern Fibre Trading Limited (FFTL), which is not part of Fern A. FFTL part of Fern B (see more information on this here).
Key risks of the Octopus Inheritance
Tax Service
- Investments made through OITS and OITSPlus are high risk. 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 tax rules could change in the future.
- Tax relief depends on portfolio companies maintaining their qualifying status.
- The shares of unquoted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
We’re here to support you
If you’ve got a question about any of our products or services, please get in touch.