Talk Business Relief with Triple Point

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Our portfolio teams each have unique takes on their evolving markets that others often don’t see in the same way.

Our businesses are all focused on building top-tier software or software-enabled products, designed to deliver powerful efficiency gains for their customers.

Our businesses are all focused on building top-tier software or software-enabled products, designed to deliver powerful efficiency gains for their customers.

Our businesses are all focused on building top-tier software or software-enabled products, designed to deliver powerful efficiency gains for their customers.

Our businesses are all focused on building top-tier software or software-enabled products, designed to deliver powerful efficiency gains for their customers.

TESTIMONIAL

“Working with Triple Point has been both rewarding and inspiring. Their caring approach ensures clients feel truly understood and supported, while their dynamic mindset brings fresh, strategic solutions to complex tax cases.”

Teresa Dunning

Hoxton Wealth UK

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OUR INVESTMENT STRATEGY

Triple Point has extensive experience in arranging lending and leasing to a wide range of businesses and organisations. The Estate Planning Service invests in privately-held companies, not listed on a stock exchange.

WHAT WE OFFER

Award-winning
investment management

Business Relief education

Discover how investing into Business Relief can help to reduce inheritance tax while keeping clients in control of their assets. Help them protect their wealth and preserve their legacy for future generations.

Key details that advisers and clients need to make an informed investment decision.

Client planning scenarios

Our range of client scenarios are derived from many years of real-life experience of working with financial advisers and their clients.

Explore scenarios

Events and webinars

Help clients ensure their wealth goes where they intended. Our flexible strategies and consistent returns can ensure legacies are preserved for future generations.

Triple Point’s practical guide to IHT planning

This guide is designed for your clients, covering all aspects of inheritance tax. It highlights changes from the Autumn Budget 2024, including impacts on Business Relief and pensions.

Download

RESOURCES & DOCUMENTS

Documents

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Product Overview

July 10, 2025

Full outline of how the Income Service works, including the investment strategy, product information and risks to consider.

Brochure

July 10, 2025

Key information, including risks, costs and potential gains and losses.

Key Information Document

July 10, 2025

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.

July 17, 2025

Transferee Agreement and Application Form

Includes the form to complete to arrange the transfer of the investment.

July 17, 2025

Help clients understand estate planning with our easy-to-read guide, approved for retail investors.

Guide to IHT

December 22, 2025

Environmental Management Policy

December 22, 2025

Policy on Waste of Electrical and Electronic Equipment

December 22, 2025

Quarterly Trading Summary

Q1 2026.

February 16, 2026

Brochure about the Service that clients should read before they invest.

Brochure

March 19, 2026

Written for advisers, this has the key details that advisers and clients need to make an informed investment decision.

Product Overview

March 19, 2026

Quarterly Trading Summary

Get the latest information on performance and positioning for Q2 2026.

May 20, 2026

Sign-up to future Webinars

WEBINAR

Beyond the Budget: Unpacking IHT changes for your clients

14th Nov

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Jack Rose
Sales

Jessica Alley
Sales

NEWS & INSIGHTS

Latest news & insights

Explore insights to support your client conversations—from tax-efficient planning to product updates and market commentary.

Why diversification is key to a well-rounded VCT investment

VCTs have become a valuable tool for advisers—offering tax benefits, growth potential, and crucial diversification through early-stage company exposure.

Why the Triple Point Venture VCT?

Why choose the Triple Point Venture VCT? It offers targeted early-stage B2B exposure across sectors and company ages to balance risk and returns.

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.

Q&A with Seb Wallace, Triple Point Head of Ventures

We asked Seb Wallace, head of Triple Point Ventures, to share his thoughts on venture capital investing and current trends.

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

Each tax year, everyone has a £3,000 annual gifting allowance, known as the ‘annual exemption’. This means gifts up to that amount can be passed on to one person or split between several people.

Early-stage investing explained

Early-stage investing means backing innovative companies at the start of their journey—supporting growth, fuelling the economy, and offering investors the potential for higher returns.

What do changes to IHT mean for your clients?

The rules around inheritance tax have not stood still. Explore the latest changes and the planning opportunities they could create.

Company spotlight – Modo Energy

Modo Energy is a SaaS platform powering smarter decisions for renewable energy & battery storage assets. It gives operators, investors and utilities a unified view of performance, benchmarking, forecasting, and market analytics — helping them assess and unlock value in energy storage and grid flexibility.

Backing Paloma Health: tech enabled speciality care

Triple Point is backing Paloma Health, a tech-enabled provider reimagining care delivery. Starting with autism and ADHD, Paloma is building its own system to cut wait times and improve outcomes.

Backing Heat Geek: the vetted community of heat pump installers

Triple Point is backing Heat Geek, a vetted community of heat-pump installers that bridges tech, trust, and decarbonisation. By combining software tools and installer networks, Heat Geek is powering the transition to clean home heating.

Backing Fertifa: the transformative reproductive healthcare solution for employers

Triple Point is backing Fertifa, a tech-enabled reproductive healthcare provider addressing a major gap in benefits offerings. Sold through employers, Fertifa delivers broad reproductive support and backs it with tools to manage fertility benefits and claims.

FAQ’s

Question 1

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