Overview

Presented by Matt Taylor, Managing Partner at Rockpool Investments, alongside Iain Wright (Founding Partner) and Adam Keates (Head of Private Client Tax) from Claritas Tax.

This session covered:

  • A summary of the key budget takeaways for private investors
  • Tax changes including income tax, CGT, IHT, updates to ISA allowances, and pension tax relief
  • Private company investment incentives such as Business Asset Disposal Relief, Investors’ Relief, and Business Relief for IHT planning
  • Considerations for non-residence status and leaving the UK

This session is suitable for sophisticated and high-net-worth investors, single and multi-family offices, and Independent Financial Advisers who advise HNW clients. When investing in private companies, your capital is at risk. Please note that Rockpool does not provide professional advice.

Rockpool Investments is the UK’s leading provider of direct private company investment opportunities for high-net-worth investors, sophisticated investors, and family offices.

Claritas Tax is an award-winning tax consultancy firm dedicated to helping business leaders unlock their full potential. They provide a comprehensive range of tax services that add value, fuel growth, and bring clarity to an increasingly complex landscape.

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