Rockpool’s Portfolio Services offer investors an easy way to build a diverse portfolio of equity and loan investments in private companies.
Select our Managed Services and 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 ServiceBuild a tax-efficient portfolio of private company investments, using the Enterprise Investment Scheme to enhance returns and reduce risk
Managed Inheritance ServiceIf you have more than £325,000 to leave to your heirs, 40% of the rest could be lost to inheritance tax.
Premium Inheritance ServiceReduce your liability to inheritance tax using Business Property Relief