BR Guide FINAL 20 Feb

Organisations and resources SIFA provides compliance and business support to financial advisers and facilitates professional connections www.sifa.co.uk www.societyoflaterlifeadvisers.co.uk SOLLA helps people in finding trusted accredited financial advisers who understand financial needs in later life www.step.org STEP is the global professional association for practitioners who specialise in family inheritance and succession planning ICAEW is a world leading professional membership organisation that promotes, develops and supports more than 147,000 members worldwide www.icaew.com www.lawsociety.org.uk The Law Society is the independent professional body for solicitors Claim your CPD This guide is accredited for structured CPD by the CISI, PFS and CII and readers of the guide can claim one hour of CPD for each hour spent reading the guide, up to a total of four hours. In order to claim structured CPD, readers will need to complete a short online test. Go to intelligent-partnership.com/cpd for more details on claiming CPD. Provide Feedback Intelligent Partnership actively welcomes feedback, thoughts and comments to help shape the development of this guide. This guide is produced on a regular basis. Feedback can be given on the website or via email: • Intelligent-partnership.com/feedback • Guides@intelligent-partnership.com Steps after reading Participation and feedback are gratefully received Three BR offerings: TIME:ADVANCE Our IHT solution for personal investment TIME:AIM The smart passive AIM BR service TIME:CTC Our IHT solution for corporate investment £800M AUM with £350M in BR assets More than 1,000 of our investors have exited and achieved BR One of the longest track records in BR With 7 BR qualifying trades in 7 different sectors, TIME’s BR service is one of the most diversified in the market Nationwide distribution team of over 30 ready to support you and your clients Partial fee rebate in the event of death within two years Transparent investment philosophy No gearing used at any level to boost returns A word from our sponsor... 020 7391 4747 questions@time-investments.com time-investments.com