WHY PLAN FOR INHERITANCE TAX MITIGATION?
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Click here to request further information and you will be contacted by your dedicated Rockpool Relationship Manager.
DOWNLOAD BROCHURES
Click here to download the Inheritance Tax service brochure.
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.
Our Inheritance Tax Service is designed for investors who would like a simple way to mitigate Inheritance Tax which offers instant diversification within Rockpool’s established lending vehicle, and the minimum investment is £20,000. Our Corporate Inheritance Tax Service is designed for investors thinking about an overall lending programme of at least £500,000, who would like to create a portfolio through their existing company or a new company.
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 BROCHURE
Establish a trade of lending for your existing company or open a new company.
INHERITANCE TAX
SERVICE BROCHURE
Share ownership in Rockpool’s established lending vehicle.
CORPORATE INHERITANCE TAX SERVICE
CORPORATE INHERITANCE TAX SERVICE
Rockpool Head of Investment Andrew Green and Relationship Director Louise Taylor introduce Rockpool's Corporate Inheritance Tax service
INHERITANCE TAX SERVICE
INHERITANCE TAX SERVICE
Rockpool Managing Partner Matt Taylor and Head of Relationships Nick Shephard introduce Rockpool's Inheritance Tax service
KEY BENEFITS
