RockpoolInvestments
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Loans with upside

Loans with upside | RockpoolInvestments | Scoop.it
Loans qualify for Business Investment Relief and can be held in a SIPP or SSAS. They are also available to investors using our Bespoke Inheritance Service
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Build an inheritance tax free portfolio

Build an inheritance tax free portfolio | RockpoolInvestments | Scoop.it
A traditional equity portfolio delivers growth but leaves your heirs with a 40% tax bill. A portfolio of private company shares should deliver the same growth, but is exempt from inheritance tax after 2 years.
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Exciting growth opportunities

Exciting growth opportunities | RockpoolInvestments | Scoop.it
We invest in management buyouts and other situations where ambitious businesses come to a moment of change.
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Profitable private companies

Profitable private companies | RockpoolInvestments | Scoop.it
We look at hundreds of private companies every year, searching for profitable businesses with strong management.
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Over £60 million invested in 2 years

Over £60 million invested in 2 years | RockpoolInvestments | Scoop.it
Most of our equity investments have benefited from tax reliefs under the Enterprise Investment Scheme. Our loan investments are held through SIPPs and personal investment companies as well as directly by individual investors.
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Extend your client relationships

Extend your client relationships | RockpoolInvestments | Scoop.it
Sophisticated clients often like direct access to off-market opportunities.
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Enterprise Investment Scheme - Made Easy - Enterprise Investment Scheme

Enterprise Investment Scheme Guide (EIS Guide) - Made easy. By Rockpool Investments.
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Tax-efficient private company investment

Tax-efficient private company investment | RockpoolInvestments | Scoop.it
Since 2012, our services have been approved by more than 100 IFA firms and private banks, helping to attract more than £60m of investment
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Join the Rockpool Network

Join the Rockpool Network | RockpoolInvestments | Scoop.it
In the last two years, over 700 individuals have joined Rockpool. Many are entrepreneurs and other successful people, who like to stay engaged with how their money is invested.
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Our vision

Our vision | RockpoolInvestments | Scoop.it
With the right investment strategy, private clients can mitigate 100% of their liabilities to income tax, capital gains tax and inheritance tax.
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Investing through a SIPP or SSAS

Investing through a SIPP or SSAS | RockpoolInvestments | Scoop.it
Unquoted shares and loans can be an attractive source of income or growth for your self-managed pension fund.
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More for the next generation

More for the next generation | RockpoolInvestments | Scoop.it
With Business Property Relief, the whole value of your investment should be exempt from inheritance tax after two years.
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Choose the right route for each client

Some clients enjoy building their own portfolio. Others prefer to leave the decision-making to professionals. We offer a choice of discretionary or execution-only services to match these differing needs.
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Investment opportunities

Investment opportunities | RockpoolInvestments | Scoop.it
Access our investment opportunities by becoming a Network Member or investing through our Managed or Bespoke Inheritance Services.
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Focus on exit timing for EIS

Focus on exit timing for EIS | RockpoolInvestments | Scoop.it
Investors looking to re-invest as quickly as possible typically look for companies with a lower risk profile and a clear route to exit.
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Choose your investment strategy

Are you looking for growth, high yield or preservation of wealth for the next generation?
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What we look for

What we look for | RockpoolInvestments | Scoop.it
We have a strong preference to invest in profitable businesses, but we can back young businesses and turnarounds where we see a clear route to profitability.
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Networked and supportive

Networked and supportive | RockpoolInvestments | Scoop.it
We provide equity and debt funding for UK-managed unquoted companies across all sectors. Our focus is on profitable businesses raising £2-10 million for growth, acquisitions, a management buyout or equity release. We also support projects in construction, energy and other sectors.
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Help us build the Rockpool Network

Help us build the Rockpool Network | RockpoolInvestments | Scoop.it
The Rockpool Network thrives on the many connections between Members and beyond.
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Flexible and transparent

Flexible and transparent | RockpoolInvestments | Scoop.it
We provide an annual investment review on each investee company, which includes the latest valuation.
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We only use HMRC-approved tax relief schemes

We only use HMRC-approved tax relief schemes | RockpoolInvestments | Scoop.it
Reclaim income tax paid last year as well as offsetting your current year liability
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Choose the right route for each client

Choose the right route for each client | RockpoolInvestments | Scoop.it
Some clients enjoy building their own portfolio. Others prefer to leave the decision-making to professionals. We offer a choice of discretionary or execution-only services to match these differing needs.
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Which tax do you want to shelter?

Which tax do you want to shelter? | RockpoolInvestments | Scoop.it
Many UK taxes can be completely offset by investing in UK private companies. Combining the reliefs could reduce tax bills by more than 100% of your investment.
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Business Investment Relief

Business Investment Relief | RockpoolInvestments | Scoop.it
UK resident non-domiciled investors can bring funds into the UK without paying tax on foreign income and gains
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Enterprise Investment Scheme

Enterprise Investment Scheme | RockpoolInvestments | Scoop.it
Grow your wealth by investing money that you would otherwise pay in tax
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