Upcoming webinar: an update on the Octopus Inheritance Tax Service
What to expect
Join us for this webinar, where Robert Skinner, Head of the Octopus Inheritance Tax Service, will provide an update on the Service and answer any questions.
We will be giving you an update on the performance and business of Fern Trading, the portfolio company in which many investors hold shares. We will also talk through new areas of Fern’s business and the outlook for the company. It will be a good opportunity to hear from our investment team about how your client’s portfolio is invested, and also assist with any potential cases you are currently considering.
Some risks to keep in mind:
The value of an Octopus Inheritance Tax Service investment, can fall as well as rise. Investors may not get back the full amount they invest.
Tax treatment depends on individual circumstances and 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.