Lucy Dolan
Senior Business Development Manager
Solution
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Triple Point Venture VCT Plc
Triple Point Venture VCT Plc
Tax efficient growth investing targeting B2B opportunities.
Solution
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Income Service
Income Service
An income solution for clients looking to secure an attractive fixed rate of return over one to five years.
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Resource Hub
Resource Hub
Explore our library of tools, guides, and expert insights to support your financial planning conversations.
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News & Insights
News & Insights
Keep up to date with our latest market views, product updates, and adviser news.
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Documents
Documents
Find key product literature, application forms, and supporting materials all in one place.
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Estate Planning Scenarios
Estate Planning Scenarios
Shaped with input from advisers, our client scenarios are a great starting point for your conversations.
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VCT Planning Scenarios
VCT Planning Scenarios
These ready-to-use examples make it easier to present VCT opportunities to your clients.
Featured
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Why diversification is key to a well-rounded VCT investment
NewsWhy 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.
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About us
About us
Find out what who we are, what we stand for and what we do.
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Work with us
Work with us
Explore our unique culture and apply for current roles.
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Approach to sustainability
Approach to sustainability
Learn how we invest for a sustainable future.
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Solutions
Insights & Documents
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The relationship between Business Relief and inheritance taxBusiness Relief offers a valuable way to reduce inheritance tax—available not just to business owners, but also to investors in qualifying companies.
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Why advisers can’t ignore the growing estate planning advice opportunityTriple Point explains why the increased need for estate planning strategies should include investments that use Business Relief for inheritance tax exemption.
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Insights & documents
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5 myths about Venture Capital Trusts (VCTs)Some advisers are still cautious about recommending VCTs to their client base. Here, we debunk the five most common myths associated with VCT investing.
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In volatile times, VCTs can be a significant investment opportunityThe introduction of US President Donald Trump’s global trade tariffs, the consequences of which are likely to keep playing out in the months and years ahead.
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Resource Hub
Resource Hub
Explore our library of tools, guides, and expert insights to support your financial planning conversations.
-
News & Insights
News & Insights
Keep up to date with our latest market views, product updates, and adviser news.
-
Documents
Documents
Find key product literature, application forms, and supporting materials all in one place.
-
Estate Planning Scenarios
Estate Planning Scenarios
Shaped with input from advisers, our client scenarios are a great starting point for your conversations.
-
VCT Planning Scenarios
VCT Planning Scenarios
These ready-to-use examples make it easier to present VCT opportunities to your clients.
Featured
-
Why diversification is key to a well-rounded VCT investmentNews
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.
-
About us
About us
Find out what who we are, what we stand for and what we do.
-
Work with us
Work with us
Explore our unique culture and apply for current roles.
-
Approach to sustainability
Approach to sustainability
Learn how we invest for a sustainable future.