Investors

Rockpool offers easy access to attractive investment opportunities in UK private companies. Wherever possible, we structure investments to deliver the benefits of HMRC-approved tax-efficient schemes – in particular, through the Enterprise Investment Scheme ('EIS') and Business Property Relief from inheritance tax ('IHT'). Certain opportunities are available through offshore protected cell structures.
 
Whether you choose to become a member of the Rockpool Network, or invest through one of our Portfolio Services, you will be able to access detailed, real time information on your Rockpool investment portfolio at any time to suit you.  

Investors can invest in their own name or  utilise a range of investment vehicles, including SIPPs and other pension schemes, trusts and corporate entities.


 


Investor Reporting

Joining the Rockpool Network

The Rockpool Network is designed for successful entrepreneurs and business people. As a Network Member, you make your own investment decisions to build a bespoke portfolio, investing in one or more units of £25,000 in the  investment opportunities that you select.

You will receive half-yearly investment reports on each individual company, so you always have up to date information on the progress of each investment.

For you to join the Rockpool Network, we must be able to confirm that you have sufficient investment experience to understand the risks associated with investing in a private company. Please read our Registration Pack alongside.

We welcome feedback from our Network Members – in fact this is often an invaluable extension of our own due diligence effort. There may also be occasional opportunities for Members to act as non-executive directors of  investee companies.

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.

The Rockpool Network thrives on the many connections between members and beyond. If you help us grow the power of these connections by introducing your friends, business associates or clients, you can share in our success through the introducer incentive scheme. To make an introduction or for details of the introducer incentive scheme, please contact Sylvia Lennon on 0207 015 2150 or via slennon@rockpool.uk.com.

EIS PORTFOLIO SERVICE

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.

Inheritance Service

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.

Introducer Terms

The Rockpool Network thrives on the many connections between members and beyond, which help us create a wide range of investment opportunities.

You can help us grow the power of these connections by introducing your friends, business associates and clients. If you introduce a new Member to the Rockpool Network, you will receive 3% commission and a 15% share of Rockpool’s carried interest on all future investments by that Member. This does not affect the value of investments held by the people you introduce.

We will keep track of every introduction you make and keep you regularly updated on the value of your carried interest share.

To make an introduction or request our Introducer Terms, please contact us here or call Sylvia Lennon on 0207 015 2150.

Rockpool Investments LLP

+44 (0)20 7015 2150

Times Place
45 Pall Mall
London SW1Y 5JG

Free interactive EIS Guide

FIND OUT MORE

As part of our commitment to making EIS investing easy, we are pleased to introduce the interactive Rockpool EIS Guide. Our new innovative guide is free-to-use and provides information that is tailored to your personal circumstances.

Rockpool Blog

HAVE YOUR SAY

Keep up-to-date with new developments and influence things by contributing to our discussion threads.

Rockpool Investments LLP is authorised and regulated by the Financial Services Authority.

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Important Information

This website is provided by Rockpool Investments LLP (“Rockpool”) and is directed at United Kingdom residents only. Information in this website may not be correct at the time of your reading and should not be relied on in any way. The copyright in the contents of this website belongs to Rockpool.

This website does not provide investment or tax advice or invite you to engage in any investment activity. An investment into any of our products may only be made on the basis of the information set out in the relevant prospectus or product brochure. Past performance is no guide to future performance. The value of investments and the income derived from them may go down as well as up and you may not get back the amount originally invested.

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Rockpool is authorised and regulated by the Financial Services Authority. Please see www.fsa.gov.uk for further information. Rockpool is registered in England under company number OC369009, with its registered office at Times Place, 45 Pall Mall, London, SW1Y 5JG.

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