You can choose your own blend of investments in two established companies following two distinct strategies; Navigator and Generations.
Our Estate Planning Service targets returns of 1.5% to 6.0% p.a. (net of annual fees, charges, and corporation tax) depending on your choice of strategy).*
The Service looks to achieve IHT exemption after 2 years compared to other planning options that can take up to 7 years.
You can opt to withdraw all or part of your capital if your plans change.
The Service targets consistent positive performance through full economic cycles that is uncorrelated with traditional equity markets.
Through funding a wide range of businesses and organisations, investors benefit from diversification within their portfolio whilst supporting the UK's economy
Your Investment benefits from an experienced team of dedicated leasing and lending professionals with proven track records in the sector.
The Service aims to deliver predictable returns to investors.
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.
Navigator Trading is a fast-growing non-bank lender to the SME sector. It provides business-critical loan and asset finance to a wide range of SMEs.
TP Leasing Limited is a leasing, lending and infrastructure finance business. It focuses on providing a smaller number of high value leases to good quality customers
Following the Navigator Strategy
Triple Point has extensive experience in arranging funding and lending to a wide range of businesses and organisations. Many of these businesses also qualify for business relief, making them appropriate for the Triple Point Estate Planning Service, which can achieve 100% relief from inheritance tax on the amount invested after a maximum of two years.
TP Estate Planning Service Overview 2017 10
TP Estate Planning Service Investor Agreement and Application 2017 10
TP Estate Planning Service Joint Investor Agreement and Application 2017 10
Allenbridge Tax Shelter Report TP Estate Planning Service
TPEPS Trading Summary Q3
TP Estate Planning Service Information Memorandum 2017 10
Key Information Document - TPEPS - NTL (March 2018)
Key Information Document - TPEPS - TPLL (March 2018)
The Advancr Service gives investors exposure to the SME credit sector by targeting investments used to provide lease, loan and other asset finance to a large and diverse range of UK based, small and medium sized businesses.
Triple Point Social Housing REIT
The Triple Point Social Housing REIT plc invests in Social Housing assets in the UK, with a particular focus on Supported Housing