We are proud to announce that we have retained our position as top manager in Tax Efficient Review’s latest BPR Manager Report, scoring 87 out of 100. This was the joint top score awarded in a review of 15 BPR managers.
After an in-depth analysis of The Triple Point Estate Planning Service (TPEPS) and its underlying Strategies; Navigator and Generations, the review concludes that:
“ Triple Point have over £200m invested in their BPR strategies, and a 10 year track record, making them one of the most experienced BPR managers in the market”
It goes on to commend Triple Point for being: “the only provider in the market to offer access to Local Authority and NHS leasing”.
The review also highlights the diversification and liquidity of the Service, as well the fact that despite its top ranking, TPEPS has one of the lowest charges out of the 15 managers.
Ben Beaton, Managing Partner, Triple Point said: “ We are delighted with this result, as it once again confirms us as being one of the top managers in a highly competitive industry. This report is testimony to the value our team creates, our proven investment strategy and the long-lasting partnerships we have built.”
Click here for a copy of the full report
Please don’t hesitate to contact one of our Relationship Managers on 020 7201 8990, if you would like any more information about our best-in-category Estate Planning Service.
Triple Point has Moved
We are delighted to announce that Triple Point has moved location from St Swithin’s Lane to 1 ...
Is it time to consider an alternative?
With UK interest rates going nowhere fast and inflation currently at 2.3% it is no wonder that yield...
5 Reasons why your clients should look beyond traditional ISA investments in 2019
The UK Economy is entering a period of marked uncertainty. The uncertainty around Brexit ...