Team-Shot

Estate Planning Masterclasses – Sussex and Surrey

TIME Investments, in conjunction with DMH Stallard Solicitors, is delighted to invite you to an estate planning masterclass. We are running three events for you to select from in Sussex or Surrey. The dates and locations are provided below along with the links to register.

This breakfast masterclass will provide you with an understanding of some of the more technical aspects of the new Residence Nil Rate Band, including the implications when making a Will, how best to keep below the £2m threshold and other considerations such as lifetime gifts and the implications of downsizing.

The growth in the use of Business Property Relief (BPR) based investment will be examined and analysis will be given to the different investment options in this market and the support available to assist your due diligence. You will also gain an appreciation of the merits of reviewing Wills in conjunction with BPR investment in order to achieve the best outcome for your clients.

 

LOCATIONS (Click a location to register)
Crawley – 20 September
Guildford – 5 October 
Brighton  – 12 October

 

Speakers

Sam Jermy, Senior Business Development Manager – Sam is a qualified Chartered Financial Planner and has over 10 years of experience working within tax efficient investment companies. Sam has specialist knowledge of BPR investment and trust planning. Sam provides technical and proposition support to advisory businesses in the South East of England.

Camilla Bishop, Senior Associate – Camilla is a Senior Associate in the Private Client team at DMH Stallard and is based in the Brighton office. Camilla is experienced in all aspects of estate planning. In particular, she advises on wills, trusts and IHT/CGT mitigation. She has expertise in using the various reliefs available and generating tax planning wills.

 

If you have any questions about this event please call us on 020 7391 4747.

 

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
Exeter – 13 July
Cardiff – 18 July
Reading – 19 July
Solihull – 20 July
Kidderminster – 20 July
Glasgow – 23 August
Truro – 13 September

 

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