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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
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Business Relief? Perhaps, but at what cost?
Post Date: February 14, 2025
ShareSoc member Mark Lauber dissects the inheritance tax service from Rockpool Investments
Hardman has issued a research piece on the Rockpool Inheritance Tax Service. Fair play to them for outlining the various fees, charges and costs, but the more I read the more I scratched my head as to whether this is really worthwhile for investors.
The underlying strategy is to obtain Inheritance Tax relief on lending to SMEs, with loans on a senior secured basis via Novus Lending Limited. The portfolio has ...
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