The Enterprise Investment Scheme offers multiple tax benefits to improve your potential returns. Our EIS Portfolio Service helps you build a portfolio of qualifying investments with low costs and much more flexibility than a conventional fund route.

Depending on your level of experience and wealth, you can access our Self-select or Managed services. You can choose exciting growth or capital preservation strategies, or combine both. You can tell us how diverse your portfolio should be. If you are an experienced investor, you can even select investments directly from our flow of opportunities to create a bespoke portfolio.

Full details are set out in the Brochure and Application Form available for download on the right-hand side.

Our Inheritance Service is designed to save inheritance tax without you losing control of your wealth or spending money on complex solutions. If you have more than £325,000 to leave to your heirs, 40% of the rest could be lost to inheritance tax. The Inheritance Service takes advantage of Business Property Relief – a simple and long-established relief created by the UK Government.

We create a portfolio of shares in unquoted companies selected for their predictable financial performance, typically owning infrastructure assets or providing secured commercial loans. As with the EIS Service, depending on their level of experience and wealth, clients can invest on a Self-select or Managed basis.

Full details are set out in the Brochure and Application Form available for download on the right-hand side.

The Rockpool Network is designed for successful entrepreneurs and business people. Members make their own investment decisions and build their own portfolios, investing in one or more units of £25,000 in any company which appeals.

Half-yearly Investment Reports are provided on each individual company, to keep investors fully informed of the progress of each investee.

Membership is only available to suitably qualified individuals (see our Terms and Conditions in the Registration Pack alongside).

Members often play active roles in our investee companies - assisting with due diligence and acting as non-executive directors. This brings invaluable expertise to the businesses we back.

Membership costs £600 including VAT per annum, or a single payment of £1,250 for lifetime membership. Each member receives a complimentary Apple iPad with two years of paid-for 3G connectivity.  The iPad is the ideal medium through which to view the comprehensive portfolio reporting which Rockpool provides.

Financial advisors and wealth managers who introduce clients to Rockpool receive introductory commissions. The introducers also share in Rockpool's own performance incentive (the 'carried interest') which is derived from each deal in which an introduced client invests.

The terms for introducers are:

1) In relation to any amounts invested by a client who joins as a Rockpool Network Member, 3% of such amounts, payable as soon as practical after the investment is made, and 15% of all carried interests due to Rockpool in connection with those amounts, payable when the investment is realised.

 2) In relation to investment by a client in any Rockpool portfolio service or fund, the commissions for introducers which are set out in the relevant service or fund offer document.

 Please contact us if you would like to discuss these Introducer Terms.