Name: Beyond the Budget - Unpacking IHT changes for your clients
Start: 2024-11-14T13:00:00Z
End: 2024-11-14T13:00:45.000Z
Location: BrightTALK
Rating: 4.8

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

This session will help you whether you are meeting new clients or providing reviews for existing ones. Nick Bird, Sales Director, and Sean Brophy, Chief Commercial Officer – Private Credit, will discuss:

- The performance and positioning of the Generations and Navigator strategies
- The structure of the Private Credit team and how they originate business
- Case studies of loans that the underlying lending businesses have made

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

This webinar is for professional financial advisers 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

Join Triple Point for a webinar discussing everything you need to know about Venture Capital Trusts (VCTs), including why they exist, the benefits they offer and the types of challenges they can help investors overcome.

Learning outcomes:
1) Be able to communicate the background to VCTs
2) Summarise the tax reliefs available to investors
3) Identify some common client planning scenarios where VCTs may be applicable


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 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.

Introduction to VCTs

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

This session will help you whether you are meeting new clients or providing reviews for existing ones. Nick Bird, Sales Director, and Toby Furnivall, Managing Director – Private Credit, will discuss:

- The performance and positioning of the Generations and Navigator strategies
- The structure of the Private Credit team and how they originate business
- Case studies of loans that the underlying lending businesses have made

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

This webinar is for professional financial advisers 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.

The Triple Point Venture VCT is open for investment through a new share offer.

Jack Rose, Head of Sales, and Seb Wallace, Head of Ventures, will be hosting a webinar to discuss:

 - What makes the Triple Point Venture VCT different
 - Performance and positioning of the current portfolio
 - Early bird and loyalty discounts currently available

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 Launch Webinar

During the webinar, we will cover the following topics: 

• How tax-efficient investments can help investors plan for big life events
• New tax year, new allowances - what these mean for you and your client base
• Getting more referrals by broadening your professional connections  

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 Life's Key Events

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.

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

In light of recent announcements made by the Labour government, our upcoming webinar will provide crucial insights and expert advice on the significant changes to inheritance tax (IHT) and Business Relief (BR) detailed in the latest Budget.

This webinar is for professional financial advisers 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.

Beyond the Budget - Unpacking IHT changes for your clients

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Beyond the Budget - Unpacking IHT changes for your clients

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