Call us now on 0203 8548 100

Estate planning

Protect your assets from inheritance tax

Our investors provided equity and loan funding to purchase a freehold property and establish a premium nursery school in London.

Why plan for INHERITANCE tax mitigation? 

Inheritance tax is possibly the single biggest bite ever taken by the taxman from family wealth. Rockpool offers two low-cost and simple solutions to inheritance tax planning taking advantage of Business Relief. 

The tax benefits of investing through Rockpool’s Inheritance Tax Services depend on your personal circumstances, on the circumstances of each company and on rules and regulations. All of these could change, removing tax benefits you expected to enjoy.

routes to estate planning

corporate inheritance tax service

Learn More →

personal inheritance tax service

Learn More →

KeY features

Simplicity

Both our solutions involve owning shares in a UK private company which has the qualifying trade of lending for the purposes of Business Relief. There is no complicated structure required.

Flexibility

Invest in our lending company or in your own company depending on the size of your estate and the returns you’re looking for.

Value

There are no fees to pay for either our Personal Inheritance Tax Service (min £50k investment) or our Corporate Inheritance Tax Services (minimum lending programme of £250k).

a transformer in action

Salus Services provides managed storage services. Rockpool investors provided a loan, secured by a first charge against the company’s freehold property. Interest is payable at 9% p.a. over a 4-year term.

REGISTER WITH ROCKPOOL

Join our growing network of investors who enjoy the benefits of investing in private companies with the support of a professional.

Register Now