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Calculate your client’s potential Inheritance Tax liability in five easy steps.
Existing investors and their advisers have access to our secure online portal for updates
TIME:Advance is a simple and effective solution to Inheritance Tax (IHT) that uses Business Property Relief (BPR) to provide your clients with 100% exemption from IHT after just two years, while allowing them to retain access to their money. This service has been designed to offer investors a faster solution to IHT, within a simple and flexible structure.
TIME is an award winning investment manager specialising tax efficient investment solutions and long income property funds. We have an excellent track record of investing in defensive real assets; as a group our funds have been active in this space for more than 24 years. What’s more, we have one of the longest track records in IHT mitigation with a service that has invested over £600 million into qualifying trades and has a 100% record of successfully achieving BPR over a 21 year period. To date, we’ve helped more than 3,000 investors tackle their IHT liabilities.
TIME:Advance focuses on capital preservation. To achieve this we only invest in asset backed trading businesses, which in turn qualify for BPR. TIME:Advance targets a consistent, stable return of 3.5% per annum, on the net amount invested after fees and costs. The service is managed by our internal investment team of 16 specialists who look after a range of funds totaling more than £600 million.
The investment portfolio for TIME:Advance currently includes:
Alongside our internal team of experts, TIME has established a fully independent Advisory Committee, which oversees the investments within TIME:Advance. The Advisory Committee also provides additional industry sector advice and, where relevant, additional advice on individual opportunities. Members are selected specifically for their strong knowledge of and track records in sectors in which we are likely to participate, and are independent of TIME. Further details, including information on members of the Advisory Committee are available in the brochure for TIME:Advance.
Try our simple to use IHT Calculator to work out your client’s potential IHT liability.
We recognise our solutions are not appropriate for all circumstances and it is important investors receive the right advice, which is why we recommend you seek independent financial advice before choosing to invest.
If you are an investor who’s interested in our investment opportunities and you don’t already have a financial adviser, you may wish to visit the independent comparison site unbiased.co.uk to find a professional adviser in your local area.
The value of an investment in this product can fall as well as rise and investors might not get back the amount they originally put in. The availability and extent of tax benefits depends on an investor’s personal circumstances, and is subject to change. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance nor forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the London Stock Exchange Official List. The information on our website is not intended to constitute investment, tax or legal advice. We recommend you seek independent advice before investing in our products.
For full details of the risks associated with TIME:Advance please read the product brochure and application pack.