News

• 2012 UK Budget: IOMA Life’s Innovative IHT Solutions Unaffected

  Despite the announcement in the 2012 UK Budget to close down certain aggressive income tax deferral schemes using an arrangement of cluster policies, the Flexible Reversionary Trust (FRT) remains a viable tax planning opportunity when it comes to IHT mitigation.

• IOMA GROUP ANNOUNCE SPONSORSHIP OF LOCAL CYCLING TALENT

  IOMA Group is pleased to announce its sponsorship of Manx road-cycling talent, Tom Black as part of the company’s sustained commitment to the local community.

• Are ISA millionaires facing devastating tax consequences?

  The ‘Tax-Free’ status of many ISAs represents an ostensibly attractive option to investors looking to plan for their future and minimise the impact of income and capital gains tax.

• THE 2012 BUDGET:

  PAINFUL, NECESSARY AND ENCOURAGING

• FOUNDATIONS ACT

  Last November, a new legislation known as the Foundations Act was passed in Tynwald

• Investment Management Briefing

  4th Quarter 2011 - Investors who sold in May and went away.....

• Are all your eggs in one basket?

  In the current economic climate people are constantly on the lookout for efficiencies, and conventional wisdom dictates that.....

• IOMA GROUP ANNOUNCES APPOINTMENT OF 2 NEW MANAGING DIRECTORS

  Craig Brown and Alex McNee have been appointed as Managing Directors of IOMA Fiduciary and IOMA Solutions respectively.

• MANX FUND AND INVESTMENT COMPANIES CELEBRATE 5TH ANNIVERSARY

  The two businesses have reason to celebrate, as they have enjoyed significant success - despite the volatility that has threatened markets since their incorporation.

• MIKE BATEY IS APPOINTED AS DIRECTOR OF LIFE AND PENSIONS AT IOMA GROUP

  Mike Batey, formerly the Director of Pensions at IOMA Group, has been appointed to the newly formed role of Director of Life and Pensions.

• IOMA GROUP AND GOUGH ADVOCATES HOST TALK ON ANTI-BRIBERY LEGISLATION

  Island based wealth management firm IOMA Group have teamed up with local law firm Gough Advocates and the Isle of Man Law Society to co-host a well-attended seminar on the implications of the new UK Bribery Act.

• Isle of Man Registry;the fastest growing registry in Europe!

  It is with pleasure that we can announce that the Isle of Man Ship Registry has just published its annual report for 2010. The Registry has seen extremely impressive results for the year despite the economic downturn, even clenching the fourth fastest growing register in the World!

IOMA... join us on a voyage

Creating and managing wealth is like embarking on a voyage. At times, it’s relatively plain sailing.

At others, it’s peppered with challenges. That’s why our clients need a trusted partner who can be flexible, nimble and clear-sighted. A partner who can steer a steady course to reach a safe haven.

IOMA Group works with private clients, IFAs and professional firms to build wealth. That is our prime goal. Using our expertise, we develop and manage products to suit particular situations. We offer a complete wealth and risk management service from our base in the Isle of Man, one of the world’s best regulated and most successful financial centres.