Quarterly update on the Octopus Inheritance Tax Service

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

Ed Fellows, the Head of the Octopus Inheritance Tax Service, will explore:

• Fern’s diverse business strategy and its performance across sectors (Fern is the company investors hold shares in)
• Our partnership with Octopus Legacy and how their estate planning packages can support your clients
• The Octopus Inheritance Tax Service Rights Issue – what it means for investors, and how capital raised will support growth across portfolio companies
• Preparing for the upcoming Budget – how we’ll support you in navigating any changes and answering your questions

By registering, your personal data will be processed by Octopus Investments (OI) in accordance with our Privacy Notice. You can opt-out from marketing communications at any time by emailing  [email protected].

Some key risks to keep in mind:

• This investment is 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.
• ⁠Any company we choose to invest in within the Octopus Inheritance Tax Service, is unquoted, not listed on any Stock Exchange, which means that shares can be difficult to sell.
• ⁠We invest in companies that we believe qualify for relief from inheritance tax. Tax relief will depend on the portfolio companies maintaining qualifying status. Tax rules could change in the future and tax treatment depends on individual circumstances.

Meet your speakers

Ed Fellows

Head of the Octopus Inheritance Tax Service

Camilla Wilkes

Senior Business Line Manager - IHT