Welcome to Triple Point. Please select your audience type. This preference will be saved for 90 days.
Select audience type
Financial Advisers
I am a financial adviser, paraplanner or wealth manager
Institutional Investors
I am an institutional investor, consultant, or counterparty
Looking for Funding
I am a business or founder
Individual Investors
I invest on my own behalf or am looking to learn more about Triple Point
The information in this area of the website is for UK-based financial advisers only.
If you are an individual interested in investing, you should select the Individual Investment area instead, as this contains the information relevant to investors and is designed for consumers.
What our Ventures team looks for in a business founder
In this latest Views from the Investment Desk, our Ventures team discuss some of the character traits they look for in founders they choose to work with.
Bespoke options for business owners and HNW clients
The Triple Point Corporate Estate Planning Solution is an additional option for your clients who are existing business owners that want to retain inheritance tax reliefs, or for clients whose wealth and intentions support setting up their own trading company.
For most clients, the Triple Point Estate Planning Service is the right route to access Business Relief. But some situations call for a more tailored approach.
To find out more about the Triple Point Corporate Estate Planning Solution, reach out to your local Business Development Manager or give us a call.
Two recent adjustments to the Business Relief allowance coming into effect in April 2026 mean that it could be a solution suitable for a significant number of clients.
Business Relief offers a valuable way to reduce inheritance tax – available not just to business owners, but also to investors in qualifying companies.
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.
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 explains why the increased need for estate planning strategies should include investments that use Business Relief for inheritance tax exemption.
An error has occurred, please try again later.An error has occurred, please try again later.
