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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Non-ISA Application Pack
ISA Application Pack
Calculate your client’s potential Inheritance Tax liability in five easy steps.
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.
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 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.
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 does not purport to be 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
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.