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 BROCHURE

Establish a trade of lending for your existing company or open a new company.

DOWNLOAD BROCHURE DOWNLOAD BROCHURE

INHERITANCE TAX

SERVICE BROCHURE

Share ownership in Rockpool’s established lending vehicle.

DOWNLOAD BROCHURE DOWNLOAD BROCHURE

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

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.

ACCESS INVESTMENTS

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

ACCESS INVESTMENTS ACCESS INVESTMENTS