Planning Scenarios
Business Relief
Estate Planning Service

Planning Scenarios
Business Relief
Estate Planning Service

Business Relief: What advisers need to know

Why are so many advisers recommending investments that qualify for Business Relief for estate planning?

Faster IHT exemption

Providing shares have been held for at least two years at the time of death, we would expect them to be BR qualifying.

Access and control

Gifts and trusts can reduce IHT bills but giving money away can be risky if a client’s circumstances change.

Simplicity

No complex structure or medical underwriting required.

VIDEO

What is Business Relief?

Want to know more about investments that qualify for Business Relief? Watch this 60 second video.

Watch now

Changes to Business Relief starting April 2026

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Triple Point Estate Planning Service overview

Discover how the Triple Point Estate Planning Service can help preserve your client's legacy. This quick guide explains:

How the Service can help mitigate IHT bills
The activities of the companies we invest in
Key information about investing in the Service

Find out more about how the Triple Point Estate Planning Service could help your clients.

Our range of client scenarios are derived from many years of real-life experience of working with financial advisers and their clients.

As with all investments, our products place capital at risk. There is no guarantee that the target return will be achieved, and investors may get back less than the amount they invested. Past performance and forecasts are not a reliable indicator of future performance. Any tax reliefs referred to may be subject to change and tax treatment will depend on the individual circumstances of the investor. 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. The information contained in this website has been approved as a financial promotion by Triple Point Administration LLP which is authorised and regulated by the Financial Conduct Authority no. 618187.

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