Find out how we use our decades of experience to create a personalised investment portfolio for you. Invest in our expert advice to ensure both lay and professional trustees comply with their statutory duties. While you work hard for your retirement, we ensure that when the time comes, your pension works hard for you.
We can help you navigate the complex areas of business loan, shareholder and partnership protection planning. Access our secure wealth management portal to obtain a real-time valuation of your portfolio wherever you are. Following a successful career with Prudential Assurance, Bruce joined the company in 2008.
We can help you navigate the complex areas of business loan, shareholder and partnership protection planning. Access our secure wealth management portal to obtain a real-time valuation of your portfolio wherever you are. Following a successful career with Prudential Assurance, Bruce joined the company in 2008.
Services
The Independent Asset Management Company serves a wide range of legal and accountancy firms as well as many happy clients across the UK. Our partners have amassed more than eight decades of experience in regulated financial planning. We believe in a truly independent approach to investment to secure superior results.
Our partners - supported by a highly committed and talented administration team - have investment backgrounds totalling more than 75 years to provide you with tailored options matched specifically to your priorities and aspirations. However your funds are managed - through pensions, ISAs or a personal investment portfolio - we'll make sure your money is working hard to secure your future, providing you with peace of mind for the years ahead.
A shareholder agreement will ensure business stability, continuity and financial security for private limited companies if a shareholder should die. Without it, the shares may pass on to the deceased shareholder's family who might prefer a cash sum. In other circumstances, shares can even fall into the hands of your competition.
Most people want control of their estate when they die, and to make sure their loved ones are financially secure, grandchildren can enjoy a university education and family wealth is preserved for future generations. But huge increases in property values in recent times means many people are unaware that they are at risk of inheritance tax.
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