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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 Relief (BR), formerly known as 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.
With our original service now over 22 years old, TIME has one of the longest track records in this market and to date we have invested over £700 million into qualifying trades. We have helped more than 3,000 investors tackle their IHT liabilities and our services hold a 100% track record of successfully achieving BR.
TIME:Advance focuses on capital preservation. To achieve this we only invest in asset backed trading businesses, which in turn qualify for BR. 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 19 specialists who look after a range of funds totalling more than £750 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.
After finishing as Runner Up for Best BR Manager and receiving ‘One to Watch’ for Best AIM Manager, we are delighted to announce that TIME has been crowned the winner of ‘Best IHT Portfolio Service’ at Investment Week’s Tax Efficiency Awards 2017/18.
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 is interested in our investment opportunities and you do not 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.