Rockpool

Business Relief? Perhaps, but at what cost?

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 ...