With only a few days left of this tax year, many clients will be responding to the annual ISA mantra of ‘use it or lose it’. Why not take the opportunity to combine the usual ISA planning with some Inheritance Tax (IHT) planning for your clients?

TIME offers a low cost AIM ISA portfolio service, TIME:AIM, which takes advantage of Business Property Relief (BPR) to free your client’s ISA investment from any IHT liability in only 2 years.

TIME:AIM uses a ‘smart passive’ approach in selecting companies listed on AIM for inclusion within the investment portfolios we create for investors. Available within an ISA and non-ISA wrapper, this service is designed to offer lower volatility returns than the AIM market by only targeting AIM listed companies that qualify for BPR.

Find out more about TIME:AIM

 

Key features of TIME:AIM:

  • Focus on reducing volatility
  • Removal of stock picker bias
  • Lower cost than traditional AIM BPR services
  • IHT relief in just two years
  • Available within an ISA and non-ISA wrapper

Download the TIME:AIM overview (PDF)

 

If you have any questions about our investment solutions, please call us on 020 7391 4747 or email us at questions@time-investments.com.

Posted: 10/03/2017 Categories: Inheritance Tax, News, TIME:AIM

Terms and Conditions

TIME does not accept direct investment. If you wish to invest in one of our solutions you will need to take advice from an authorised financial adviser. Nothing within this website is intended to constitute investment, tax or legal advice. Our solutions place your capital at risk and you 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. 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.