TRIPLE POINT ESTATE PLANNING SERVICE
The Triple Point Estate Planning Service is a clear and simple investment solution which allows you to invest in real, tangible businesses via two strategies; Navigator and Generations.
The Triple Point Estate Planning Service is designed for:
Investing for future generations
The Triple Point Estate Planning Service gives investors access to our two established strategies, Navigator and Generations.
These benefit from an established track record and provide business critical lending for acquiring assets, delivering services, or supporting growth and investment with rigorous selection and risk mitigation processes.
We have offered highly-regarded and distinctive estate planning strategies since 2006.
Straightforward Inheritance Tax Mitigation
Triple Point has extensive experience in arranging funding and lending to a wide range of businesses and organisations.
Many of these businesses also qualify for business property relief, making them appropriate for the Triple Point Estate Planning Service, which can achieve 100% relief from inheritance tax on the amount invested after a maximum of two years.
Tax treatment depends on individual circumstances and may be subject to change in the future. For full details please see the Information Memorandum and Investor Agreement. Past performance is no guide to future performance and investors may lose some or all of their capital.
- TP Estate Planning Service Information Memorandum 2017
- TP Estate Planning Service Joint Application 2016
- TPEPS Trading Summary Q4
- Allenbridge Tax Shelter Report TP Estate Planning Service
- TP Estate Planning Overview 2016
- TP Estate Planning Investor Agreement and Application Form 2016
- TP Estate Planning Information Memorandum