Triple Point Estate Planning Service

The Triple Point Estate Planning Service offers investors two straightforward investment strategies: Generations and Navigator.  Both strategies select one or more established companies with the aim of generating reliable returns and steady capital growth. Returns are generated principally by providing lending and leasing facilities to companies and institutions, making a significant contribution to the UK’s infrastructure and economic growth.

Navigator Strategy: targets businesses that are believed to be potentially Business Relief qualifying and can provide annual returns of between 4 – 5%. The strategy primarily looks to invest in businesses lending and leasing to a large and diverse range of small and medium sized businesses.

Generations Strategy: targets businesses that they reasonably believe to be potentially Business Relief qualifying and can provide annual returns of between 1.5 – 2.5%. The strategy primarily looks to invest in businesses providing lending, leasing and infrastructure funding to public sector organisations and corporates.

As an investor’s wealth stays in their name, it gives them full control over their legacy, while still being available for withdrawal should they need it (although any money withdrawn from the service is no longer eligible for IHT relief).

By using well-established tax reliefs, investors can feel comforted that at the time of their death, the investment should be outside of their taxable estate, without using up any IHT allowances, providing the shares were held for two years at the time of death.