Speed
100% IHT relief is achieved after only two years.
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.
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.
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 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.
100% IHT relief is achieved after only two years.
You retain full ownership of and, if your personal circumstances change, access to your money, subject to available market liquidity.
Targets attractive long-term risk adjusted returns.
Available within an ISA and non-ISA wrapper.
Available via Abrdn, Transact, Fidelity, Nucleus and 7IM platforms.
No initial fee and low ongoing fee.
For full details of the risks associated with TIME:AIM please read the brochure and application pack.
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.