INVESTMENTS
Making a real impact Triple Point ’ s award-winning service could provide individual investors and trusts with 100 % relief from inheritance tax after two years . Since it launched , the Estate Planning Service has consistently provided solid and stable returns to investors from Triple Point ’ s diverse portfolio of lease and loan contracts , additionally providing investment exposure that is decoupled and uncorrelated with traditional equity markets .
Triple Point ’ s dependable performance with impactful and positive UK investments has led to numerous industry awards , including runner-up ‘ ESG Champion of the Year ’ at the Growth Investor Awards 2021 for its role at the forefront of the UK ’ s investment-led recovery . TPEPS enables private investors access two distinct and attractive investment strategies that are both focussed on leasing and lending to a range of counterparties across the UK :
1 . Generations , which currently invests into TP Leasing Ltd , is focussed on leasing , lending and infrastructure finance to high grade counterparties such as corporates and the public sector . It focusses on providing , for example , MRI scanners or ambulances to NHS Trusts , or assets such as refuse collection vehicles to local authorities . The target return to Triple Point ’ s clients is 1.5 % to 2.5 % p . a . ( after annual fees ).
2 . Navigator , which currently invests into Navigator Trading Ltd (‘ NTL ’) is focused on lending and leasing to small- and medium-sized enterprises (‘ SMEs ’). It focusses on providing large numbers of smaller leases and loans , to a diverse spread of businesses , and manages risk by carefully analysing the underlying deals and taking account of anticipated losses in advance . Just like TP Leasing Ltd , NTL has demonstrated consistent returns year after year , delivering annualised returns to Triple Point clients comfortably within its 4.0 % to 6.0 % target p . a . ( after annual fees ). Once again , please remember that capital is at risk and past performance should not be used as a guide to future performance . organisations to March 2021 , including £ 125 million of CBILS loans to those SMEs in communities across the UK most impacted by the pandemic . Over the last two years , Triple Point increased the provision for NHS equipment ( including rapid response ambulances , ventilators and isolation pods ) and played a vital role in supporting public sector organisations and corporates that are fundamental to the UK economy .
Triple Point Estate Planning Service (‘ TPEPS ’) Triple Point gives investors access to this unique deal flow through the Estate Planning Service (‘ TPEPS ’). The Service was launched in 2013 , offering investors two alternative core strategies , each with compelling track records of delivering solid on-target returns , year after year ( though remember : past performance should not be used as a guide to future performance ).
If you have any further questions about our Estate Planning Service or any of our other investment solutions , which include our EIS Investment and Venture Fund VCT , please get in touch on 020 7201 8990 . Click here to find out more about the Triple Point Estate Planning Service
Risk warning : The Triple Point Estate Planning Service places capital at risk . As with any investment , 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 . Tax treatment depends on the individual circumstances of each client and is subject to change . Tax relief depends on the companies we invest in maintaining BPR qualifying status .
Triple Point is the trading name for the Triple Point Group which includes the following companies and associated entities : Triple Point Investment Management LLP is authorised and regulated by the Financial Conduct Authority no . 456597 . This financial promotion has been issued by Triple Point Administration LLP which is authorised and regulated by the Financial Conduct Authority no . 618187 .
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