Under the bonnet
What the Octopus Inheritance Tax Service does with investors’ money
Your money will be placed in a discretionary portfolio service run by Octopus. This means we use the money to invest in one or more companies on your behalf.
Here we highlight an example portfolio company, Fern Trading Limited, which is managed by Octopus and wholly owned by investors in Octopus Inheritance Tax Service.
What Fern does
Generating power across the UK and France from more than 200 renewable energy sites.
Short-term property finance
Providing loans to professional property owners and property developers.
Healthcare lending and operation
Funding the construction of high-quality healthcare facilities.
A breakdown of Fern’s activities
Fern operates in the following sectors.
The chart details Fern’s current business, although this will change over time and may include sectors not shown here.
Share price performance
Fern Trading targets sustainable growth for shareholders over the long term. Find relevant shareholder information by visiting the Fern Trading website.
Octopus Inheritance Tax Service
Fern is managed by Octopus on behalf of investors in the Octopus Inheritance Tax Service. You can only buy shares in Fern through this service.
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