Rockpool Inheritance Tax Service – Hardman and Co. Review

Rockpool’s Inheritance Tax Service was recently reviewed by independent investment research company Hardman & Co. to provide a thorough and impartial report on our service. 

The service invests in Novus Lending Limited, a lending company which makes secured loans to UK SMEs. The shares should qualify for Business Relief if held for two years, meaning the value of the shares will fall outside of your estate for Inheritance Tax purposes.

This review details the target returns, historic performance, and our investment strategy, and much more.

You can find a link to download the full report here.

When investing in private companies your capital is at risk and you may not get back what you lend. Tax benefits of private company investing depend on your personal circumstances and on compliance with the relevant rules. We do not provide investment, tax or legal advice.