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Tax Efficient Investing with Private Companies

It’s important to consider how to allocate wealth across different investment classes, whilst also making the most of any tax-efficient ways to invest. Download our guide to find out how investing in private companies can offer you both investment choice and tax-efficiency.

In this guide

	Investors' Relief and Business Investment Relief – Benefits and how to qualify.
	The Innovative Finance ISA - Lending to private companies with tax free returns.
	The Enterprise Investment Scheme – Generous range of tax reliefs.
	Inheritance Tax Savings - Using Business Relief to mitigate inheritance tax.
	Invest via a SIPP - Add private companies for greater portfolio diversity.

Click Here For Your Complimentary Guide

Here at Rockpool, we believe that private companies are an essential asset class that can add diversity and greater value to a broader portfolio. As returns from traditional assets have been squeezed, private equity has attracted increasing investor support.

We focus on established companies that are still under the radar of mainstream private equity funds.

Capital at risk.
Private company investments may not be suitable for you.
Tax reliefs depend on personal circumstances and rules and may change.
Rockpool Investments LLP is authorised and regulated by the Financial Conduct Authority

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