Navigator is a non-UCIS discretionary management service arranging investment into potentially Business Property Relief (BPR) qualifying businesses with Inheritance Tax (IHT) mitigation after just two years.
The Navigator Service is one of Triple Point's Inheritance Tax mitigation solutions.
THE NAVIGATOR STRATEGY TARGETS:
RAPID IHT RELIEF
The Navigator Service is a non-UCIS discretionary investment management service which arranges investment into potentially Business Property Relief (BPR) qualifying companies with Inheritance Tax (IHT) mitigation after a maximum of two years.
The Navigator Service represents an ideal opportunity for investors seeking attractive, risk-adjusted returns and Business Property Relief by providing access to companies which help to bridge the funding gap from the scarcity of finance generally available to small and medium sized enterprises (“SMEs”) from traditional lenders such as banks.
Investors’ funds provide for a broad spread of SME business funding activities, which target predictable revenues with an emphasis on providing capital growth and liquidity.
We have extensive experience in providing business funding, and to date have arranged over £180m of business funding for a range of small and medium sized enterprises.
For full details of the Service please see the Brochure and Investor Agreement.
Tax treatment depends on individual circumstances and may be subject to change in the future. Past performance is no guide to future performance and investors may lose some or all of their capital.
- Target Return: 4-6% per annum
- Investment Levels: £50,000 initial: Multiples of £10,000 subsequently, no maximum
- Liquidity: Monthly + 90 days
- Initial Charge: 2.5%
- Annual Management Charge: 1.5%
- Performance Fee: On realisation, 20% of gains (after any exit fee) above 5% per annum
- Dealing Out Charge: 1%