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TRIPLE POINT ESTATE PLANNING SERVICE

The Triple Point Estate Planning Service is a clear and simple investment solution which allows you to invest in real, tangible businesses via two strategies; Navigator and Generations.

The Triple Point Estate Planning Service is designed for:

Choice

Investors in the Service can choose from a blend of two established strategies; Navigator and Generations.

Growth

Our Estate Planning Service targets returns in the range of 1.5% to 6.0% p.a. (net of annual fees, charges and corporation tax).

Speed

The Service looks to achieve IHT exemption after 2 years compared to other planning options that can take up to 7 years.

Liquidity

Investors in the Estate Planning Service can opt to withdraw all or part of their funds if their plans change.

Uncorrelated

Our strategies target

Diversification

Through funding a wide range of businesses and organisations, investors benefit from diversification within their portfolio.

Experience

Our Estate Planning Service gives investors access to dedicated leasing and lending professionals who have proven track records.

Preservation

The Service aims to preserve capital and deliver predictable returns to investors.

 

Flexible

Investors in the Triple Point Estate Planning Service can make new investments monthly.

Investing for future generations

The Triple Point Estate Planning Service gives investors access to our two established strategies, Navigator and Generations.

These benefit from an established track record and provide business critical lending for acquiring assets, delivering services, or supporting growth and investment with rigorous selection and risk mitigation processes.

We have offered highly-regarded and distinctive estate planning strategies since 2006.

Navigator Strategy

  • Lending to businesses
  • UK small and medium sized businesses
  • Targeting a return to investors of 4% to 6% per annum, after all fees and charges

Generations Strategy

  • Lending to institutions
  • Public sector organisations and good quality companies
  • Targeting a return to investors of 1.5% to 2.5% per annum, after all fees and charges

Straightforward Inheritance Tax Mitigation

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 property 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.

 

As with all investments, our products place capital at risk. Investor’s may not get back the full amount invested. Our products invest in unlisted or smaller company shares which are likely to have higher volatility and liquidity risks than quoted shares. Any tax reliefs referred to may be subject to change and tax treatment will depend on the individual circumstances of the investor. Any reference made to past performance or forecasted performance of our products is not reliable indicators of future results. Triple Point does not provide investment or tax advice, and information on this website should not be construed as such. Potential investors should seek specialist independent tax and financial advice before investing in any alternative investment. Nothing on this website constitutes an offer, or invitation to treat, or inducement for you to engage in any investment activity.

Triple Point is the trading name for the Triple Point Group which includes the following companies and associated entities: Triple Point Investment Management LLP registered in England & Wales no. OC321250, authorised and regulated by the Financial Conduct Authority no. 456597, Triple Point Administration LLP registered in England & Wales no. OC391352 and authorised and regulated by the Financial Conduct Authority no. 618187, and TP Nominees Limited registered in England & Wales no.07839571, all of 18 St. Swithin’s Lane, London, EC4N 8AD.