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  • Estate planning with a measure of control

    IOMA Life are delighted to announce the launch of the Legacy Gift Plan. The Plan utilises a Bare Trust arrangement whereby the underlying investment vehicle enables control as to the accessibility of the Trust Fund.

  • Civis Romanus Sum

    “I don’t care to belong to any club that will have me as a member” Groucho Marx (in his telegram of resignation to the Friar’s Club of Beverly Hills), 1959

  • Sugar Rush

    As we move into the second quarter of 2015, three key issues are currently driving market sentiment; the timing of the next interest rate hike in the US, the future membership of Greece in the Eurozone and the outcome of the UK General Election. The outcome of each will impact markets one way or another over the course of the next few months.

  • The Bare Necessities

    At one point in the 1967 Disney film The Jungle Book, Kaa the snake puts its own tail into its mouth whilst encircling Mowgli and singing ‘Trust in Me’. The symbol of a tail devouring snake was well known to Greek mythologists who called it the Ouroboros. The creature represented a new beginning, albeit one created out of its own demise.

  • Estate Management Bond (EMB)

    We are delighted to confirm that our popular IHT planning product, the Estate Management Bond (EMB), has been ‘highly commended’ in The Best International Trust & Estate Planning Bond category, which is an award run by Professional Adviser.

  • Crushed Candy

    Last October, we referred to the successful flotation of Rocket Fuel, an artificial intelligence company with a suitably stratospheric valuation.

  • The Supersaver Budget – by Karen Barretto, Head of Technical Services

    Budget Analysis 2014 ‘a Budget for the makers, the doers, and the savers’

  • A website purporting to be in the name of Isle of Man Assurance Limited

    It has come to our attention that a website purporting to be in the name of Isle of Man Assurance Limited has been developed without our knowledge.

  • Investment Management Briefing Quarter 1 2014

    ‘We’re scientists, we don’t look out of windows,’ responded a meteorologist friend when questioned why the Met Office continued to forecast sunshine

  • IOMA EXPANSION CONTINUES WITH TWO SENIOR APPOINTMENTS

    Isle of Man based wealth management firm IOMA Group has embarked upon the next stage in a series of expansions with two new high profile appointments.

  • IOMA GROUP’S Mary Tait 4th Quarter Review 2013

    The stellar debut of the aptly named artificial intelligence company, Rocket Fuel, briefly eclipsed the fifth anniversary of the collapse of the US investment bank Lehman Brothers, the demise of which marked the turning point of the 2008 banking crisis.

  • IOMA GROUP’S Mary Tait 2nd Quarter Review 2013

    God knows, the Japanese nation needs something to celebrate.

  • FOREIGN ACCOUNT TAX COMPLIANCE ACT (“FATCA”): HOLDING BACK THE TIDE?

    There is an innumerable variety of views on FATCA globally. However, it is with varying degrees of hostility that the FATCA legislation seems predominantly to have been received.

  • IOMA GROUP RAISES £850 FOR ALZHEIMER’S SOCIETY

    The sum was raised by IOMA and IOMA Fund and Investment Management staff who sold cakes to the other Group companies. The cake sale raised £425, which was then matched by IOMA Group as part of its ongoing commitment to corporate social responsibility.

  • 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.

  • 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.

  • Investment Management Briefing

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

  • 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.

  • 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!


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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.

 

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