Rockpool’s Portfolio Services offer investors an easy way to build a diverse portfolio of equity and loan investments in private companies.
Our Auto-Select services let Rockpool build your portfolio to meet your chosen strategy and diversity.
Investors who prefer to select their own investments can choose our Self-Select services.
Loan Portfolio ServiceGet a better return on your cash by lending to private companies
EIS Portfolio ServiceEnhance returns and reduce risk by building a tax-efficient portfolio of private company investments using the Enterprise Investment Scheme
Personal Inheritance Tax ServiceIf you have more than £325,000 to leave to your heirs, 40% of the rest could be lost to inheritance tax.
Corporate Inheritance Tax ServiceReduce your liability to inheritance tax using Business Property Relief