Team-Shot

Webinar – The taper threshold and its impact on higher value estates

Join us on Wednesday 28 June at 12:00pm for part two of our latest webinar series, covering the Residence Nil Rate Band (RNRB).

Part two of our webinar series will focus on the taper threshold and its impact on higher value estates. This educational webinar will be delivered through a number of case studies to help illustrate how different clients may be impacted. We will also look at the estate planning opportunities that are available to help mitigate an IHT liability that may arise for your client.

Register for part two

Part one focused on how the RNRB could impact your clients and the estate planning opportunities that are available to help mitigate an IHT liability. Click here to catchup on part one.

Workshops – The search for secure income

TIME’s latest series of workshops will explore the client need for secure income in uncertain times and we would be delighted if you could join us.

In an uncertain world, many advisers are seeking less volatile investments with more predictable, inflation protected income streams. We believe that long income property should form a core part of any investor’s portfolio, but in particular those clients in the decumulation stage needing steady, long-term income streams from their investments.

This event is designed for

  • Advisers searching for stable income streams for clients
  • Advisers looking for a defensive holding in their clients’ portfolios
  • Advisers seeking an asset class that can help de-risk portfolios
  • Advisers running model portfolios or fund research for their clients
  • Fund researchers seeking to add diversification to portfolios

We are hosting workshops across the below locations – please click on your preferred location to register. If you cannot find a location near you then please let us know and one of the team will be in touch.

 

London – Meet the Manager – 27 June
Belfast – 29 June
Leeds – 6 July 
Haydock – 12 July
Brighton – 13 July
Exeter – 13 July
Cardiff – 18 July
Reading – 19 July
Solihull – 20 July
Kidderminster – 20 July
Glasgow – 23 August

 

About TIME:Commercial Freehold

As it approaches its three year anniversary and £100 million, TIME:Commercial Freehold remains the only open ended retail fund investing in commercial long income property. Historically, long income property funds have been the preserve of large institutional investors such as defined benefit pension funds and insurance companies. The Fund aims to deliver a target gross distribution of 4% p.a. with the potential for capital growth, a target which has been consistently achieved since inception.

Platform availability

  • Transact
  • Nucleus (NFS Nominees)
  • Canada Life
  • Clearstream
  • Ascentric (Fundsdirect)
  • Suffolk Life
  • Lawshare (AJ Bell/SIPP Centre)
  • Charles Stanley (Rock Nominees)
  • Old Mutual (formerly Royal Skandia) OFFSHORE
  • Fundsettle/Euroclear/Vidacos
  • Alliance Trust
  • 7IM (investments via Pershing)
  • Novia & Novia Global
  • Fund Nominees
  • The James Hay Pension
  • Quilter Cheviot
  • Avalon Investment Services Limited

If your preferred platform is not listed then please let us know.

 

Register for a workshop near you

 

Meet the Manager – Looking for secure income in an uncertain world?

We will be hosting a special three year anniversary Meet the Manager event on Tuesday 27 June at 9am at the City of London Club and would be delighted for you to attend this breakfast presentation. The presentation should last no more than an hour with ample opportunity for questions.

At the event you will hear from our Managing Director and Fund Manager, Nigel Ashfield, and Roger Skeldon, Assistant Fund Manager. This event will provide an excellent opportunity to learn more about our fund including further details about the growth since launch, underlying assets now held and the acquisition process.

Click here to register

 

About the event

In an uncertain world, many advisers are seeking less volatile investments with more predictable, inflation protected income streams. We believe that long income property should form a core part of any investor’s portfolio, but in particular those clients in the decumulation stage needing steady, long-term income streams from their investments.

As it approaches its three year anniversary and £100 million, TIME:Commercial Freehold remains the only open ended retail fund investing in commercial long income property. Historically, long income property funds have been the preserve of large institutional investors such as defined benefit pension funds and insurance companies. We developed TIME:Commercial Freehold to enable your clients to invest in a new sector to help diversify their portfolios, accessing the highly secure cash flows many now seek.

TIME:Commercial Freehold invests in commercial property with good yields, reliable cashflows and strong tenants on long leases. The Fund aims to deliver a target gross distribution of 4% p.a. with the potential for capital growth, a target which has been consistently achieved since inception.

 

Event details

Date: 27 June 2017

Timings:
9:00 – Arrival and breakfast served
9:30 – Presentation begins
10:30 – Finish

Location: City of London Club, 19 Old Broad Street, London EC2N 1DS

 

Click here to register

 

threesixty – Development Events

With development events throughout the year, threesixty’s next series will run through May and June 2017 and cover ‘A diverse investment landscape – investing now and in the future’. This session will explore the diversity of investment options available to your clients. We will start by considering alternative investments and when they might be suitable, providing a reminder of how they can be accessed to meet your client’s objectives.

Having delved into a wide variety of investments, and the ways in which they can be held, we will also include a reminder of some of the tax consequences for your clients. As property continues to be a popular investment for many, we continue by exploring some of the different options for holding it in a portfolio.

The final session will take a look back over recent events including; the US Presidential Election and the UK’s vote to leave the EU, and consider how and if, these events have changed the investment landscape for investors. We close the day contemplating the future for investing.

Belfast – 23 May 2017
Scotland – 25 May 2017
Manchester – 6 June 2017
Wetherby – 8 June 2017
Newmarket – 13 June 2017
Leicester – 14 June 2017
London – 20 June 2017
Farnborough – 21 June 2017
Bristol – 22 June 2017

If you would like to attend these events please speak to your usual threesixty contact.