TIME:Advance is a discretionary managed service for private investors targeting a net return of 3% – 4.5% per annum within an estate planning strategy.
They invest in a diverse portfolio of asset-backed business relief-qualifying trades. Some of these areas include solar energy, wind energy, property lending, self-storage, and more. The TIME:Advance in-house team, made up of 30 investment managers, carries out origination, structuring, credit analysis and asset management across a wide range of BR-qualifying trades.
Some of the benefits of choosing TIME:Advance are:
- They boast a long and successful BR track record
- They offer one of the most diversified BR services
- The partial fee rebate in the event of death within two years
- Their transparent investment strategy
- The Independent advisory committee is formed of heavyweight industry experts
However, TIME:Advance does come with some risks, which investors should consider before choosing the service. Firstly, target returns are not certain, as past performance does not guarantee future performance. The target return is also based on current tax rates, meaning a change in rates could impact post-tax returns.
While TIME:Advance aims to invest in businesses which it believes should qualify for BR, there is no guarantee that the client’s estate will obtain 100% BR on their subscription to TIME:Advance.
TIME has been recognised for its contributions to Business Relief investment on several occasions, being named the Best BR Investment Manager on three occasions at the Intelligent Partnership’s Growth Investor Awards (2015, 2018, 2021).
Time:Advance was named the Best IHT Portfolio Service at Investment Week’s Tax Efficiency Awards in 2017/18 and 2019/20.
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