A personal update on the Octopus Inheritance Tax Service

For retail audience.

Join Erin Platts, CEO of Octopus Investments, Ed Clough, Head of Real Assets, and Kristy Barr, Head of Retail, for a direct and open update on recent developments relating to the Octopus Inheritance Tax Service (OITS) and portfolio company Fern Trading Limited (Fern).

There has been significant activity in recent months affecting OITS and Fern, the companies OITS investors hold shares in. We want to provide a clear overview of recent developments, the actions being taken, and the long-term strategy that continues to underpin our confidence in the service and its underlying investments.

 In this session, Erin and Ed will:

• Explain July's Fern share price movement.
• Discuss the temporary pause in trading and what it means for investors.
• Respond directly and openly to recent media coverage.
• Set out why we remain confident in the quality and long-term prospects of the underlying portfolio

Some key risks to remember:

• These are high-risk investments. 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.
• OITSPlus insurance cover only applies to eligible deaths. Ineligible deaths, or a misrepresentation in the health declaration could result in the Insurer refusing to settle a claim under the Insurance Policy.

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