Verify your findings
Independent validation
Inheritance Tax can be a complicated issue and this content is designed for financial advisers, professional intermediaries and paraplanners. Please note that TIME is unable to provide investment or tax advice.
The importance of independent research
With so many IHT services available, due diligence and independent research has become more important than ever before to help advisers find the most suitable service for their clients.
Please find a selection of the specialist independent research providers for Business Relief (BR) services below. In addition, most BR providers will be able to provide you with their own due diligence reports for their products and services. Please get in touch with your local Business Development Manager to find out which reports are available and request your copy.
The leading research providers
MJ Hudson
MJ Hudson’s Investment Advisory team provides a range of services to wealth managers, IFAs and networks, across a wide spectrum of tax-efficient investment products.
Martin Churchill TER
Martin Churchill has reviewed the tax efficient investment market for UK based independent financial advisers for over 20 years. TER provides independent reviews, comparisons and rankings of BR offerings.
MICAP
MICAP provides independent due diligence, research tools and panel support services on the tax-advantaged investment market for financial advisers through its fund comparison platform.
TIME:Advance is a discretionary managed service for private investors that invests in a well-diversified portfolio of asset-backed Business Relief qualifying trades.
Key features:
• Launched in 2013 with over £850 million invested
• Target return of 3% – 4.5% per annum
• Highest scoring Martin Churchill Tax Efficient Review and MJ Hudson review
• Winner at Investment Week’s Tax Efficiency Awards and Intelligent Partnership’s Growth Investor Award
TIME:AIM is a discretionary managed service for private investors that invests in a well-diversified portfolio of AIM listed companies that qualify for Business Relief.
Key features:
• Launched in 2016 with over £75 million invested
• Available within an ISA wrapper
• Winner at Investment Week’s Tax Efficiency Awards and Intelligent Partnership’s Growth Investor Awards
TIME:CTC is a bespoke service for corporate investors that invests in asset-backed Business Relief qualifying trades, predominantly secured lending.
Key features:
• Launched in 1995 with over £100 million invested
• Target return of 3% – 4.5% per annum
• Corporate solution can potentially reinstate BR qualification immediately
All information correct as at 31 March 2022.
