Triple Point
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Triple Point
At Triple Point, we design investments to help solve people’s problems, and we work hard to make sure investing with us is always as straightforward as possible.
Whether your clients are looking to grow their wealth, leave a legacy, or simply to invest in the things that matter to them, we have the knowledge, the insight and the vision to help them complete their investment journey.
We focus on putting capital to work in areas such as the energy transition, property lending and public and private sector funding that make commercial sense for our investors, their advisers, and the stakeholders we partner with. Our success is built on unlocking new investment opportunities, and we believe in the good that capital can do, because how we invest today matters for future generations.
Get in touch
Email: [email protected]
Phone: +44 (0)20 7201 8990
Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment. Take 2 mins to learn more.
Triple Point Estate Planning Service
The Triple Point Estate Planning Service helps clients retain control over their wealth while reducing the value of their taxable estate. The Service invests in companies expected to qualify for Business Relief, so provided clients have held their shares for at least two years, they can be passed to beneficiaries free from inheritance tax.
Reasons to recommend:
• A client’s investment should become exempt from inheritance tax after just two years, provided it is still held at the time of death
• Shares in the service are in the client’s name, meaning they retain full access and control, and can request withdrawals at any time (although money withdrawn is no longer eligible for inheritance tax relief)
• The Service was designed to target consistent and positive investment returns by investing in ways that create value across the UK economy
• Clients can choose from two investments strategies, or a blend of both, depending on their needs and objectives
Find out more about the Triple Point Estate Planning Service here.
Triple Point Venture VCT
The Triple Point Venture VCT gives clients access to a portfolio of ambitious early-stage companies, as well as the opportunities to claim significant tax incentives including up to 30% upfront income tax relief, tax-free growth and tax-free dividends.
Reasons to recommend
• The VCT features early-stage companies operating across 20 different sectors. This means investors get instant access to a diversified portfolio of exciting companies of different sizes and stages of maturity.
• We aim to maximise potential returns by investing in business-to-business (B2B) companies over companies directly targeting consumers (B2C). This is because B2B businesses become acquisition targets at almost double the rate of B2C.*
• The VCT has an annual dividend target of up to 5p per share while also aiming to achieve long-term capital growth in the net asset value.
Adviser Support
We offer comprehensive support for advisers to help future-proof your business, including CPD-accredited tax planning webinars, digital tools that itemise the underlying assets of Business Relief-qualifying portfolios, and suitability report examples for your clients.
Find out more by visiting our Adviser Centre at triplepoint.co.uk.
Important information
For professional financial advisers only. As with all investments, investor capital is at risk. There is no guarantee that target returns will be achieved, and investors may get back less than they invested. This is an advertisement for the purposes of the Prospectus Regulation Rules and is not the prospectus for any products mentioned. Potential investors should refer to the information within the Prospectus, which are available on the relevant websites. Some of these investments are classified as high-risk and may not be suitable for all investors. Tax treatment depends on the individual circumstances of each client and is subject to change. Tax reliefs depend on the investee companies maintaining their qualifying status. Any references to past performance and expectations for the social housing market should not be taken as a reliable guide to future performance. This financial promotion has been issued by Triple Point Group which is authorised and regulated by the Financial Conduct Authority. This includes Triple Point Investment Management LLP no. 456597, and Triple Point Administration LLP no. 618187.