Name: An adviser’s practical guide to SDR and investment labels
Start: 2024-06-27T09:00:00Z
End: 2024-06-27T09:00:56.000Z
Location: BrightTALK
Rating: 5

At Triple Point, we believe purpose-led investing creates superior long-term value for investors, communities and broader society. We work with UK advisers to help their clients achieve their financial goals through a range of tax planning solutions, investment trusts, venture capital and income products. This channel is for investment professionals only.



We’re pleased to invite Lee Coates OBE, Ethical Money Consultant and Director of ESG Accord, as a guest speaker to discuss SDR and investment labels.

During the webinar, we will cover the following topics:

• What is SDR, what are the labels and what are the anti-greenwashing rules?
• How will these changes impact advisers, their due diligence and client recommendations
• How can ESG Accord and the Accord Initiative help adviser firms?

We will also provide a brief overview of Triple Point’s approach to sustainability, and what advisers should consider to help ensure their advice is aligned with SDR and the new investment labels. 

ESG Accord is a technical compliance firm specialising in supporting advice firms transition to ESG and Sustainable Advice. 

Triple Point are a member of Accord Initiative, a suite of compliance, education, CPD and Regulatory analysis services that provides everything financial advisers need to build ESG and Sustainability into their advice process and is designed to give advisers the confidence to deliver enhanced client outcomes.

An adviser’s practical guide to SDR and investment labels

This webinar is for investment professionals only. This webinar is an advertisement for the purposes of the Prospectus Regulation Rules and is not the prospectus. The Triple Point Venture Fund VCT carries all the risks of investment in smaller companies and places investor’s capital at risk. There is no guarantee that target returns will be achieved, and investors may get back less than 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 reliefs depend on the VCT maintaining its qualifying status. Investors should only subscribe for shares on the basis of information contained in the Prospectus which is available via the Documents section of the website. This webinar has been approved by Triple Point Administration LLP, which is authorised and regulated by the Financial Conduct Authority.

Triple Point Venture VCT Webinar

We are pleased to extend an invitation to our upcoming webinar on the Triple Point Estate Planning Service (TPEPS).

During the webinar, we will cover the following topics:

- The Private Credit team will provide an overview of TPEPS performance and returns over the past year.
- We will discuss our outlook for the next 12 months.
- We will review the leasing and lending strategy that sets TPEPS apart in the market.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment.

This webinar is for investment professionals only. 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 their qualifying status.

Triple Point Estate Planning Quarterly Webinar

This webinar is for investment professionals only. Capital is at risk.

Building professional connections: Benefits and where to start

Building professional connections: Tips on overcoming challenges

Triple Point provides an Introduction to Inheritance Tax

Triple Point: Introduction to Inheritance Tax

Join Triple Point for a CPD-qualifying webinar where we will navigate the dynamic landscape of Venture Capital Trust (VCT) investments. 

The webinar will cover:

- The landscape of VCTs, including insights into current trends and market influences
- The factors driving VCT investments and why they are appealing to investors seeking income-generating assets
- Planning opportunities that will help you solve client challenges and grow your book of business

This webinar is for investment professionals only. This webinar is an advertisement for the purposes of the Prospectus Regulation Rules and is not the prospectus. The Triple Point Venture Fund VCT carries all the risks of investment in smaller companies and places investor’s capital at risk. There is no guarantee that target returns will be achieved, and investors may get back less than 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 reliefs depend on the VCT maintaining its qualifying status. Investors should only subscribe for shares on the basis of information contained in the Prospectus which is available via the Documents section of the website. This webinar has been approved by Triple Point Administration LLP, which is authorised and regulated by the Financial Conduct Authority.

Triple Point Venture VCT Webinar - Planning Scenarios

Triple Point Estate Planning Webinar Quarterly Update

This video is for investment professionals only. 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 their qualifying status.

Business Relief: Misconceptions and opportunities

This webinar is for investment professionals only. Capital is 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.

Talking Point: What makes a compelling Venture Capital Trust?

This webinar is for investment professionals only. 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 their qualifying status.

Business Relief: Introduction, strategies and scenarios

We will be hosting a webinar with Investment Director Seb Wallace to discuss the Triple Point Venture VCT. 

The webinar will cover:
 
- Our approach to early-stage investing – what makes it unique in the VCT market and how it can help you diversify your client’s portfolio
- The investment process – how we analyse and choose our investee companies
- Performance & current portfolio – where are we investing and why
- Outlook & pipeline – why we believe now is a good time to invest

This webinar is for investment professionals only. This webinar is an advertisement for the purposes of the Prospectus Regulation Rules and is not the prospectus. The Triple Point Venture Fund VCT carries all the risks of investment in smaller companies and places investor’s capital at risk. There is no guarantee that target returns will be achieved, and investors may get back less than 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 reliefs depend on the VCT maintaining its qualifying status. Investors should only subscribe for shares on the basis of information contained in the Prospectus which is available via the Documents section of the website. This webinar has been approved by Triple Point Administration LLP, which is authorised and regulated by the Financial Conduct Authority.

Triple Point Venture VCT plc Launch Webinar

We are pleased to extend an invitation to our upcoming webinar on Tax Planning for Business Owners.

During the webinar, we will cover the following topics: 
• The current tax landscape and what this means for your clients
• How tax-efficient investments can add value for your clients
• Planning opportunities that can help you grow your business

This webinar is for investment professionals only. 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 their qualifying status.

Horizon Series: Tax Planning for Business Owners

We are pleased to extend an invitation to our upcoming webinar on the Triple Point Estate Planning Service (TPEPS).

During the webinar, we will cover the following topics:

The Private Credit team will provide an overview of TPEPS performance and returns over the past year.
We will discuss our outlook for the next 12 months.
We will review the leasing and lending strategy that sets TPEPS apart in the market.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment.

This webinar is for investment professionals only. 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 their qualifying status.

How can you direct your clients capital towards long-term growth opportunities which target a diversified and sustainable income, in sectors which positively impact the environment, the economy and society?

Join our webinar with Jonny Hick, Head of Energy Transition and Lucy Dolan, Business Development Manager where they will be discussing Triple Point Energy Transition plc (‘’TENT’’), the UK’s transition to a net zero economy and the advantages of investment trusts for retail clients. This 35 min session is suitable for UK advisors and wealth managers. Attending this session will contribute to CPD.

Learning outcomes:

•            Refresh your understanding on what an investment trust is and the advantages of investment trusts as a solution within a client's portfolio

•            Get the latest insights into the opportunity presented by the UK’s transition to net zero and understand how your clients can take a diverse approach to investing in this space 

•            Explore TENT’s diverse portfolio of assets supporting the energy transition and understand how it may evolve in future

•            Keep up to date with TENT – Understand it’s current position, performance and outlook

What is Triple Point Energy Transition Plc (TENT)
TENT is an investment trust listed on the London Stock Exchange. It invests in projects across the spectrum of the energy system in the UK and Europe that are critical for the transition to a low carbon economy and generate a strong, sustainable return for investors.
Potential investors should refer to the information within the Prospectus which is available via the Documents section of the website and must only subscribe for or purchase shares in Triple Point Energy Transition PLC on the basis of information contained within it. As with all investments investors capital is at risk. This webinar is for investment professionals only.

The Energy Transition - Unlocking the Opportunity for Clients

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An adviser’s practical guide to SDR and investment labels

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