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Triple Point Estate Planning Service

The Triple Point Estate Planning Service helps people ensure that more of their accumulated wealth goes where it was intended – to their loved ones. 

Delivered consistent and positive investment returns since launch

Invests in one or more unquoted companies that is expected to qualify for Business Relief

Investee companies primarily engage in lending and leasing to businesses and public sector bodies

Choice of investment strategies

Generations Strategy

Targets annual returns of 1.5% - 2.5%

Lending and leasing to corporates and the public sector

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Navigator Strategy

Targets annual returns of 4% - 5%

Lending and leasing to UK SMEs

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Flexible, based on client needs

Clients can choose between the Generations and Navigator investment strategies, or have a blend of both depending on their return requirements 

Generations and Navigator both aim to deliver reliable returns and steady capital growth 

Clients can switch between strategies at any time for no charge, although Stamp Duty may apply 

 

An award-winning estate planning service

Strong track record

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Past performance is not a reliable indicator of future performance and target returns are not guaranteed.

Resources & documents

Whether you’re looking for detailed product information or the latest commentary, everything you need is right at your fingertips.

TPEPS Overview

Download

TPEPS Information Memorandum

Download

TPEPS Quarterly Trading Summary Q4 December 2024

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TPEPS Investor Agreement & Application Form

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Transferee Agreement and Application Form

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TPEPS Investor Agreement and Application Form for Trusts

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Ready to invest?

Our dedicated team is here to guide you through every step of the process, ensuring a seamless and confident investment experience.

Call us

Prefer to chat? Speak directly with our friendly team on 020 7201 8990 or contact your Relationship Manager.