TIME:AIM and TIME:AIM ISA

TIME:AIM is an Inheritance Tax (IHT) planning service that invests in a carefully selected and professionally managed portfolio of Business Relief (BR) qualifying AIM companies, offering the opportunity to obtain 100% exemption from IHT after just two years.

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Brochure
Performance Factsheet
Non-ISA Application Pack
ISA Application Pack

TIME does not accept direct investment into its IHT discretionary investment services. If you wish to invest in one of our services you will need to take advice from an authorised financial adviser before any investment may be accepted. The information regarding Inheritance Tax contained within this section of our site is provided for financial advisers only. Please note that if you are an investor and wish to invest in one of our Inheritance Tax services you will need to take advice from an authorised financial adviser.

 

TIME to reconsider AIM

Our three-part webinar series explores why you should reconsider investing in AIM. Each 30 minute webinar qualifies for structured CPD and will give you an opportunity to hear from our Head of Equity Funds, Raymond Greaves, as he analyses commonly held beliefs around AIM.

TIME:AIM

TIME:AIM follows a disciplined, data-driven process to select high quality companies that have the potential to deliver attractive long-term returns. Active portfolio risk management is carried out by the investment team on an ongoing basis.

Portfolios will consist of around 30 individual stocks, which will initially be equally weighted and then rebalanced periodically.

 

Key features

 

Speed

100% IHT relief is achieved after only two years.

 

Control

You retain full ownership of and, if your personal circumstances change, access to your money, subject to available market liquidity.

 

Growth

Targets attractive long-term risk adjusted returns.

 

Flexibility

Available within an ISA and non-ISA wrapper.

 

Platform availability

Available via Abrdn, Transact, Fidelity, Nucleus and 7IM platforms.

 

Competitive fees

No initial fee and low ongoing fee.

 

Key risks

Capital at risk

Investors capital is at risk and they may get back less than they invest

 

Investment performance

Past performance does not provide an accurate guide to future performance and there is no guarantee that the target return objectives of TIME:AIM will be achieved.

 

Volatility

AIM listed companies tend to experience more volatility than companies listed on the main market with investors likely to experience greater daily price fluctuations.

 

Tax relief

The levels and bases of, and reliefs from, taxation may change in the future. Tax treatment depends on an individual’s circumstances and any favourable tax treatment, such as Business Relief, is subject to government legislation and may change in the future.

 

Liquidity availability

Shares in AIM listed companies may take longer to buy or sell, meaning investors may experience delays when making a withdrawal from their portfolio.

 

For full details of the risks associated with TIME:AIM please read the brochure and application pack.

 

Industry recognition

TIME:AIM is the only AIM portfolio service to be recognised by both Intelligent Partnership’s Growth Investor Awards and Investment Week’s Tax Efficiency Awards – picking up both awards in 2019.

TIME was named Best BR Investment Manager – Listed at the Growth Investor Awards 2019, this award recognises investment managers specialising in Business Relief qualifying AIM investments.

TIME:AIM was named Best AIM Portfolio Service – Tax Efficient and Estate Planning Specialist at the Tax Efficiency Awards 2019/20, this award is open to AIM IHT portfolio service providers.

 

 

Find out more

We recognise our services 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 would like to find out more about TIME:AIM please speak to your local Business Development Manager or contact us.

 

Potential investors

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.

 

Important information

An investment made in TIME:AIM is subject to a number of risks. Before making any investment decision, a prospective Investor and their Adviser should carefully consider the risk factors described in the TIME:AIM Application Pack. This risk information is not exhaustive and the risks below are not set out in order of priority. Additional risks and uncertainties not presently known to TIME or that TIME currently deems not to be material, may also have an adverse effect on the performance of TIME:AIM. Prospective Investors and their Advisers should consider carefully whether an investment made in TIME:AIM is appropriate for them considering the information contained in the Application Pack and their personal circumstances.

The levels and bases of, and reliefs from, taxation may change in the future. Tax treatment depends on your individual circumstances and any favourable tax treatment, such as Business Relief, is subject to government legislation and may change in the future. Shares in AIM listed companies may take longer to buy and sell, this means you may experience delays when making a withdrawal from your portfolio. Past performance does not provide an accurate guide to future performance. Therefore there is no guarantee that the Investment Objectives of TIME:AIM will be achieved or that growth in the value of an investment in TIME:AIM will occur. You should recognise that your capital is at risk and you may not get back what you invest.

Terms and Conditions

Inheritance Tax Services

TIME does not accept direct investment into its IHT discretionary investment services. If you wish to invest in one of our services you will need to take advice from an authorised financial adviser before any investment may be accepted. Nothing within this website is intended to constitute investment, tax or legal advice. Our services place an investors capital at risk and they may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon as such. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market of the London Stock Exchange.

 

ARC TIME:Funds I, II and III

TIME may accept direct investment although it recommends that investors take professional financial advice to take account of their circumstances. Nothing within this website is intended to constitute investment, tax or legal advice. Our funds place your capital at risk and investors may not get back the full amount invested. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Funds may be invested in real property assets and the value of the real property concerned will generally be a matter of valuer’s opinion rather than fact; under certain market conditions investors seeking to redeem their holdings may experience significant restrictions or delays.

 

Please confirm that you understand the information outlined above, further details of the risk of our products and services are contained within the products and services section of this site.