Report
Brian Moretta

BR Review: Rockpool Inheritance Tax Service - Rockpool Investments LLP

Rockpool Inheritance Tax Service is a non-AIM/unquoted BR product. It will invest in ordinary shares in Novus Lending Limited, which lends on a secured basis to UK SMEs. Rockpool targets a capital return of 4% p.a., with an income option available from the regular sale of shares.

The report goes into details of how the investment process works, sourcing and decision-making, exit strategies, post-investment governance and monitoring, fees and more. It also includes Hardman & Co’s unique fee calculation table, allowing advisors and investors to properly investigate their effect.
Provider
Hardman & Co
Hardman & Co

We are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies.

Our expert team of sector analysts and market professionals collectively have over 400 years of experience.  This depth of knowledge and a reputation for integrity have built trust with investors. With effective communication and precision distribution, we help companies disseminate their investment message to interested investors, as well as advise them on strategy.

Our smaller, boutique structure allows us to provide first-class customer service and to deliver a wide range of ad-hoc services for multiple clients with different needs.

Analysts
Brian Moretta

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