TIME:Advance is a discretionary management service that allows investors to access Business Property Relief to mitigate their Inheritance Tax (IHT) liabilities. TIME:Advance has been designed to offer investors a faster solution to IHT, within a simple and flexible structure that leaves investors in control of their money, which can be accessed should they need it.
Try our simple to use IHT Calculator to work out your client’s potential IHT liability.
TIME wins Best BPR Manager
In October 2015, TIME was awarded the prestigious ‘Best BPR Manager’ award at the 2015 Growth Investor Awards. This award recognises the top performing fund manager specialising in BPR qualifying investments and is judged on investment performance, product innovation and adviser outreach. Read the news story to find out more.
TIME:Advance invests in asset backed trading businesses, which in turn qualify for BPR. The service targets a consistent, stable return of 3.5% per annum, on the net amount invested after fees and costs.TIME has an experienced investment team of 16 specialists who manage a range of funds with a value of over £500 million. The team focuses on investing in asset-backed businesses including secured lending, renewable energy and self-storage.
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.
TIME:Advance can offer investors:
A focus on capital preservation through a defensive investment strategy
An uncapped target return of 3.5% per annum
Access to the experience, market knowledge and hands-on business expertise provided by the expert team at TIME
Transparent investment philosophy and competitive fee structure
The option of regular quarterly withdrawals
Opportunity for full encashment, should investors need access to their capital
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.