Triple Point Estate Planning Service

The Triple Point Estate Planning Service has been designed to meet investors’ requirements for an inheritance tax solution that is clear and straightforward, allowing them to remain in control of their assets.

Triple Point has extensive experience in arranging funding and lending to a wide range of businesses and organisations. They typically adopt a cautious approach designed to identify businesses which are straightforward and let their investors preserve and grow the value of their investments.

The Triple Point Estate Planning Service gives investors the opportunity to blend their two established strategies, Navigator and Generations through being allotted shares in one or two companies depending on each investor’s allocation to each strategy.

Navigator IHT Strategy
  • Targets UK based small and medium sized businesses.
  • Targeting a return to investors of 4% to 6% per annum, after all fees and charges.
  • Since its inception in 2013 over £100m of funding has been provided to over 40,000 customers.
Generations IHT Strategy
  • Targets institutions like Public sector organisations and good quality companies.
  • Targeting a return to investors of 1.5% to 2.5% per annum, after all fees and charges.
  • Since its inception in 2006 over £180m of funding has been provided to over 150 customers.

Both strategies have achieved returns consistently at the higher end of their target ranges.

Tax treatment depends on individual circumstances and may be subject to change in the future. For full details please see the Information Memorandum and Investor
Agreement. Past performance is no guide to future performance and investors may lose some or all of their capital.

Fund Information

Offer Information

IHT ExemptionTargeted after 2 years (through BR)
Target returnGenerations Strategy: 1.5%-2.5% pa
Navigator Strategy: 4.0%-6.0% pa
Net of fees, charges and corporation tax
Minimum Investment£50,000 initial, multiples of £10,000 subsequent
Maximum InvestmentNo maximum
LiquidityWithin 3 months of receipt of written request
Initial Charge2.5%
AMC1.5%
Deferred annually until investors receive a priority annualised return of 4% (Navigator) 1.5% (Generations)
Dealing Out Fee1.0%
Annual running costsCapped at 1.0%
Performance Incentive Fee (Navigator Strategy only)20%
On returns in excess of a compound return of 5% pa, capped on returns between 5.0% -7.5%
Advisor charging can be facilitated. Please refer to the Investment Memorandum and Application Form for full details.

Fund Literature

 

Contact us on 020 3195 7100 or sales@lgbrtax.com for copies of the independent reviews – Tax Efficient Review and Tax Shelter Report.

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Please do not hesitate to get in touch for further information on LGBR or on the investment products we distribute.

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