Estate Planning Service resources

What do Budget changes to Business Relief mean for your clients?
What do Budget changes to Business Relief mean for your clients?
From April 2026, Business Relief will be capped—100% relief on the first £1m of qualifying assets, then 50% beyond that. Most estates remain unaffected, but larger ones may face increased IHT exposure.
The relationship between Business Relief and inheritance tax
The relationship between Business Relief and inheritance tax
Business Relief offers a valuable way to reduce inheritance tax—available not just to business owners, but also to investors in qualifying companies.
Why advisers can’t ignore the growing estate planning advice opportunity
Why advisers can’t ignore the growing estate planning advice opportunity
Triple Point explains why the increased need for estate planning strategies should include investments that use Business Relief for inheritance tax exemption.
Inheritance tax planning for clients who want to retain access and control
Inheritance tax planning for clients who want to retain access and control
Jessica’s adviser helped give her peace of mind for her legacy without losing ownership over her wealth.
Inheritance tax planning for clients with limited life expectancy
Inheritance tax planning for clients with limited life expectancy
Martha’s adviser empowered her to secure her legacy without a seven year wait for full IHT relief.
Inheritance tax planning for clients with Power of Attorney
Inheritance tax planning for clients with Power of Attorney
Mariam’s adviser helped her son Finn carry out vital estate planning on his mother’s behalf.
Ensuring full IHT exemption after the death of the surviving spouse
Ensuring full IHT exemption after the death of the surviving spouse
Sarah and Jane’s adviser helped them both to leave as much wealth as possible to their children from previous marriages.
Triple Point Estate Planning Service
Brochure
Brochure about the Service that clients should read before they invest.
Why now is the crucial time for client conversations on IHT
Why now is the crucial time for client conversations on IHT
Rachel Reeves’ Autumn Budget 2024 may well prove the most transformative shift in inheritance tax (IHT) policy in a generation, causing thousands more estates to unwittingly leave behind an IHT bill.
Explaining the pros and cons of gifting to clients
Explaining the pros and cons of gifting to clients
Rachel Reeves’ Autumn Budget 2024 may well prove the most transformative shift in inheritance tax (IHT) policy in a generation, causing thousands more estates to unwittingly leave behind an IHT bill.
Triple Point Estate Planning Service
Product Overview
Written for advisers, this has the key details that advisers and clients need to make an informed investment decision.
Triple Point Estate Planning Service
Quarterly Trading Summary
Q1 2025.
Triple Point Estate Planning Service
Guide to IHT
Help clients understand estate planning with our easy-to-read guide, approved for retail investors.
Triple Point Estate Planning Service
Investor Agreement and Application Form
Includes the form for investors to complete when they wish to invest, with clear instructions on how to fill it in.
Triple Point Estate Planning Service
Transferee Agreement and Application Form
Includes the form to complete to arrange the transfer of the investment.
Transform your estate planning experience
Transform your estate planning experience
Nick Bird, Regional Sales Director, brings together technical expertise and practical insights, sharing what successful advisers do differently.
Triple Point Estate Planning Service quarterly webinar – May 2025
Triple Point Estate Planning Service quarterly webinar – May 2025
Faye Williams, Head of Retail Sales, and Steve Gordon, CCO – Private Credit, give an update on the Triple Point Estate Planning Service.
Horizon Series: Tax planning for life’s key events
Horizon Series: Tax planning for life’s key events
Nick Bird, Regional Sales Director, explores how tax-efficient investments can help investors plan for big life events.
Triple Point Estate Planning Service
Quarterly Trading Summary
Q2 2025.
Triple Point Estate Planning Service
Quarterly Trading Summary
Q3 2025.