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Estate Planning Solutions

Investing for future generations

£118m

of local authority assets

1106

ambulances provided to NHS trusts

£75m

of medical equipment into the NHS

140000

UK SMEs supported

Estate Planning Solutions

Investing for future generations

£118m

of local authority assets

1106

ambulances provided to NHS trusts

£75m

of medical equipment into the NHS

140000

UK SMEs supported

Investing for Future Generations

At Triple Point, we see estate planning as one of the most important aspects of financial advice, which is why we work hand-in-hand with financial advisers to ensure UK families can pass down more of their wealth through the Triple Point Estate Planning Service, which helps hundreds of families claim Inheritance Tax (IHT) relief.

The structure of the Triple Point Estate Planning Service means capital from investors is placed into one or more companies that primarily provide lending and leasing services to small and medium-sized enterprises (SMEs), corporates, and/or public sector organisations.

Target Returns Per Annum

Generations Strategy (1.5% - 2.5%)
Navigator Strategy (4.0% - 6.0%)
50/50 blend target (3.5%)

Target Investment Sectors

Leasing and Lending, Low Carbon Infrastructure and Social Housing

Minimum Investment

£20,000

Maximum Investment

There is no maximum.

Additional Contributions

£10,000 or more at any time, (each 'top up' will take up to two years to become IHT exempt).

Flexibility and Control

Investors can make new investments at any time and are able to access their funds through regular or ad hoc withdrawals. Triple Point does not charge a fee for switching between strategies (stamp duty may apply).

The Triple Point Estate Planning Service places capital at risk. As with any investment, there is no guarantee that the target return will be achieved and investors may get back less than the amount they invested. Past performance and forecasts are not a reliable indicator of future performance. Tax treatment depends on individual circumstances and is subject to change. The availability of Business Relief depends on the companies in which investments are arranged into maintaining their tax status.

Our Investment Strategy

Triple Point has extensive experience in arranging funding and lending to a wide range of businesses and organisations. The Estate Planning Service invests in privately-held companies, not listed on a stock exchange. We invest into business through our two distinct strategies: Navigator Strategy and Generations Strategy. 

Our Investment Strategy

Triple Point has extensive experience in arranging funding and lending to a wide range of businesses and organisations. The Estate Planning Service invests in privately-held companies, not listed on a stock exchange. We invest into business through our two distinct strategies: Navigator Strategy and Generations Strategy. 

Generations Strategy

  • Primarily invests in businesses providing lending, leasing and infrastructure finance to corporates and public sector organisations
  • Targeting a return to investors of 1.5% to 2.5% per annum, after all fees and charges

Navigator Strategy

  • Primarily invests in businesses providing lending and leasing to diverse range of UK SMEs
  • Targeting a return to investors of 4% to 6% per annum, after all fees and charges

Remember that your capital and returns in the Estate Planning Service are at risk. Investors should only invest in the Triple Point Estate Planning Service on the basis of information contained in the Information Memorandum and Key Information Document.

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