Triple Point Estate Planning Quarterly Webinar

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.