Investing for future generations
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).