Estate Planning Solutions

Investing for future generations

£110m

of local authority assets

798

ambulances provided to NHS trusts

£70m

of medical equipment into the NHS

Over 100000

UK SMEs supported

Estate Planning Solutions

Investing for future generations

£110m

of local authority assets

798

ambulances provided to NHS trusts

£70m

of medical equipment into the NHS

Over 100000

UK SMEs supported

Investing for Future Generations

Triple Point's Estate Planning Solutions target predictable returns and capital growth by investing in businesses that are eligible for Business Relief. These investments create value by enabling public and private sector organisations to acquire assets, deliver services and support UK growth and employment.

Triple Point manages a number of estate planning services, including the Triple Point Estate Planning Service (TPEPS). Investments made through TPEPS are eligible for Business Relief after a maximum of two years and currently provide investors with access to TP Leasing Ltd and/or Navigator Trading Ltd.

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. 

TP Leasing Ltd.

  • Following the Generations Strategy
  • Lending to institutions
  • Public sector organisations and good quality companies
  • Targeting a return to investors of 1.5% to 2.5% per annum, after all fees and charges
  • Navigator Trading Ltd.

  • Following the Navigator Strategy
  • Lending to businesses
  • UK small and medium sized businesses
  • 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.