We believe our service creates a robust portfolio that will allow investors the opportunity for significant growth potential and mitigation of their Inheritance Tax (IHT) liability after only two years.

SMART because we use an innovative, defensive market screening process.
PASSIVE because we remove stock picker bias and ignore market sentiment.

 

Key features

  • Available within an ISA and non-ISA wrapper
  • IHT relief in just two years
  • Focus on reducing volatility
  • Removal of stock picker bias

 

What is ‘smart passive’ ?

Rather than adopting a traditional fund manager led stock picking strategy, the TIME:AIM service employs a ‘smart passive’ investment strategy to select a diversified portfolio of AIM listed companies.

The ‘smart passive’ approach uses a combination of financial, commercial and performance criteria to select 30 mature and robust BR qualifying companies.

 

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.

 

Calculate your client’s potential IHT liability

Try our simple to use IHT Calculator to work out your client’s potential IHT liability.

Visit www.IHTcalculator.com

 

Find out more

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 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 consider carefully 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 in light of the information contained in the Application Pack and their personal circumstances.

The return achieved will depend on a wide range of factors whether relating to the wider economy or specifically to the sectors or individual businesses which TIME:AIM may invest into. There may also be limited diversification across sectors. 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.