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

Ever since we launched 21 years ago, we’ve used our problem-solving mindset to uncover simple solutions that others miss. We’re more than an investment group, we’re a productive capital partner, thinking unconventionally to achieve an immediate impact and a positive lasting effect. This channel is for investment professionals only.



This webinar is exclusively for financial advisers with clients invested in the Triple Point Estate Planning Service (TPEPS), or those who are considering this solution for their clients.

Faye Williams, Head of Retail Sales, and Sean Brophy, Chief Commercial Officer – Private Credit, will discuss:

- A performance update on the Generations and Navigator strategies
- How to bring the the Service to life for clients
- The types of lending and leasing that the underlying investment companies carry out.

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 Service Quarterly Webinar - December 2025

From April 2027, new rules will bring pension assets into scope for inheritance tax (IHT). This can feel distant, but waiting to act can carry a real cost for clients. Join Lucy Dolan for worked examples that show how delays can increase a client’s IHT exposure, plus practical steps advisers can take now to prepare.

This webinar is for professional financial advisers only. Investor's capital at risk. Tax treatment depends on the individual circumstances of each client and is subject to change. Triple Point does not provide investment or tax advice, and information in this webinar should not be construed as such.

The cost of doing nothing

Join the Triple Point team for a practical learning session considering day-to-day use cases for Business Relief. We’ll discuss a range of client scenarios including the topic on everyone's mind - how to get ahead now and shift your client's estate planning from pensions to alternative solutions. We will also take a look at how the Autumn Budget 2024 changes will impact estate planning and how you can work more effectively with your  business owner clients.

This webinar is for professional financial advisers only. Investor's capital at risk. Tax treatment depends on the individual circumstances of each client and is subject to change. Triple Point does not provide investment or tax advice, and information in this webinar should not be construed as such.

Real-world client scenarios

In this session, Nick Bird shares proven techniques for better estate planning conversations. Drawing on over a decade of working with financial advisers, he’ll share top tips for how to educate and motivate clients, use a simple family tree exercise to surface planning needs, and explore some of the soft skills that will help advisers connect with their clients.

This webinar is for professional financial advisers only. Investor's capital at risk. Tax treatment depends on the individual circumstances of each client and is subject to change. Triple Point does not provide investment or tax advice, and information in this webinar should not be construed as such.

How to have effective client conversations

New to estate planning? Join Shayan Saedi and Georgie Campbell for a practical tour of inheritance tax (IHT) basics. They’ll cover the main ways to reduce an IHT bill, highlight the key changes from the Autumn Budget 2024, and take a clear look at Business Relief – how it works, where it fits and what the risks are. 

This webinar is for professional financial advisers only. Investor's capital at risk. Tax treatment depends on the individual circumstances of each client and is subject to change. Triple Point does not provide investment or tax advice, and information in this webinar should not be construed as such.

Inheritance tax and Business Relief fundamentals

Hear directly from Seb Wallace, Head of Ventures, as he shares how the VCT backs outstanding young businesses.

In this webinar, you'll learn more about:

- What the team looks for when identifying early-stage opportunities.
- How our disciplined approach to investing is designed to deliver better outcomes.
- The case for UK venture capital today and what it means for your clients.

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 roadshow 2025

With regulation evolving and the FCA’s focus on greenwashing and Consumer Duty, ESG is no longer just about “ethical” or “green” investing. In this webinar Dan Jewell is joined by ESG Accord’s Lee Coates to cut through the jargon, revisit the regulatory context, and explore how ESG should be understood today – as part of effective risk management, due diligence, and client conversations. Leave with practical tips and tools from ESG Accord to help enhance your client conversations.
 
Lee is leader in ethical and sustainable finance, with 32 years’ experience as an IFA. Awarded an OBE in 2011 for his ‘services to ethical business and finance’, Lee now focuses on sustainability-related compliance and adviser education.

This webinar is for UK-based financial advisers only.

Here are links to some of the resources mentioned in the webinar:

Accord Initiative: www.accordinitiative.com

FCA Consumer Facing Page: https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing

Recent Linked in post from ESG Accord on Informed Choice: https://www.linkedin.com/posts/elly-dowding_walbrookinstitutelondon-accordinitiative-activity-7383772536032894976-6hKF?utm_source=share&utm_medium=member_desktop&rcm=ACoAACPr1dcB5_68mLCwHZtUfJtzk_UfY0hgQyQ

Beyond the label: ESG, regulation and the reality for advisers

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

Jack Rose, Head of Distribution, 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 VCT invests in smaller companies, which can involve a higher degree of risk than investing in companies listed on an exchange. Investor’s capital is 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 Triple Point 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

This webinar is exclusively for financial advisers with clients invested in the Triple Point Estate Planning Service (TPEPS), or those who are considering this solution for their clients.

Nick Bird, Head of Sales, and Steve Gordon, Chief Commercial Officer – Private Credit, will discuss:

- A performance update on the Generations and Navigator strategies
- How to bring the the Service to life for clients
- The types of lending and leasing that the underlying investment companies carry out.

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 Service Quarterly Webinar - August 2025

Join us for a focused 45-minute webinar designed to help advisers and planners navigate the opportunities presented by Venture Capital Trusts (VCTs) as part of client tax planning. 

We’ll cover:
* What is a VCT? A refresher on the fundamentals, including how VCTs work, the tax benefits they offer, and the types of clients who may benefit.
* Client planning scenarios: Real-world examples showing how VCTs can be used to offset pension income, extract profits tax-efficiently, and complement broader financial strategies.
* Product overview: A walkthrough of the Triple Point Venture VCT, including its investment approach, portfolio highlights, and dividend track record.

This session is ideal for advisers looking to sharpen their VCT knowledge and prepare for client conversations over the summer.


The Triple Point Venture VCT invests in smaller companies, which can involve a higher degree of risk than investing in companies listed on an exchange. Investor's capital is at risk. Past performance is not a guide to future performance. Tax treatment depends on the individual circumstances of the investor 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 our 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 - 9 July

This webinar is exclusively for financial advisers with clients invested in the Triple Point Estate Planning Service (TPEPS), or those who are considering this solution for their clients.

Faye Williams, Head of Sales, and Steve Gordon, Chief Commercial Officer – Private Credit, will discuss:

- Navigating recent changes from the Autumn Budget 2024 - Strategic guidance for helping clients reassess their inheritance tax position in light of significant changes
- Triple Point Estate Planning Service update - An overview of the two strategies, Generations and Navigator, including latest performance and positioning, along with case studies to bring the underlying investments to life
 - Outlook - What to expect from the Triple Point Estate Planning Service going forward

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 - May 2025

This is a webinar designed to help financial advisers grow engage clients and grow their business by engaging with estate planning.

Presented by Nick Bird, Sales Director, it will cover:

- How to find more clients 
- How to educate and motivate them 
- How to engage with professional connections 
- Planning ideas including how Business Relief can help with Power of Attorney, sale of a business and care cost concerns 
- Understanding and explaining risk for clients and compliance 

This webinar is for professional financial advisers only. Tax treatment depends on the individual circumstances of each client and is subject to change.

Transform your estate planning experience

The webinar will cover:

- 2p per share dividend announcement and key dates
- What makes the Triple Point Venture VCT different?
- Portfolio performance, positioning and recent developments
- Some common planning scenarios involving a VCT

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

In light of recent announcements made by the Labour government, our webinar provides 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

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.

Triple Point Estate Planning Quarterly Webinar

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

The accounting and tax community on BrightTALK features relevant content around tools and strategies for tax planning, internal controls, auditing and more. Join the conversation by engaging with accounting and tax thought leaders and accountants and asking questions during live webinars and round table discussions on tax and auditing topics.

Accounting and Tax

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

An adviser’s practical guide to SDR and investment labels

Presented by

About this talk

Triple Point webcast channel