http://www.iim.co.im/

Investment Interest Management Ltd is based on the Isle of Man, one of the world's premier offshore jurisdictions. The word "offshore" refers to the favourable tax regime available to both resident and non-resident investors. It is this environment which makes the Isle of Man a popular place in which to invest hard-earned capital.

http://www.iim.co.im/ 

Our Personnel

The three principle members are Managing Director Rod Leonard MLIA (DIP), FLIA, FinstD, MSI; Investment Director Alan Ackers MSI and Chairman Dursley Stott OBE JP MA FSI all of whom are well-known on the Island in their own right. In addition, the Company through its Isle of Man and UK operations employ another eighteen experienced members of staff.

Rod Leonard has been an Independent Financial Adviser for over 30 years owning Cheshire Trafford UK Ltd for most of that time and through which won the International Money Marketing International Insurance IFA of the Year award.

Alan Ackers has been involved in the islands financial community for the past 30 years having been responsible for investment management and a director of Royal Bank of Canada, Standard Bank Stockbrokers CIBC Oppenheimer and Insinger de Beaufort. Alan joined the board of IIM in April 2005.

Dursley Stott has been an integral member of the Island’s finance sector for over forty years and has recently brought his wealth of experience to IIM having been a past chairman of R L Stott & Co, stockbrokers, a member of the London Stock Exchange and a fellow of the Securities Institute as well as a former chairman of Royal Sun Alliance Insurance Company Limited and Barclays Unicorn (Isle of Man) Limited.

Our service

Our objective is as follows: "We aim to exceed clients' expectations by understanding and anticipating their needs. We do this by encouraging innovation and working together to provide personalised financial solutions".

We appreciate that we operate in an extremely competitive environment and that there are others who provide services similar to our own. What makes us unique is the quality of staff within our organisation and the level of expertise in respect of international tax planning issues. We are proud of our low staff turnover and the friendly atmosphere which greets callers, on the telephone or in person. Continuity is of paramount importance to us.

We place great emphasis on service delivery. So, whether the client is a multinational or a private individual, our philosophy remains constant - to provide a value for money and professional service, the likes of which cannot be found elsewhere.

Commitment to unbiased independent financial advice

Investment Interest Management Ltd are independent financial advisers registered with the Financial Services Commission (FSC). Each client case is assessed individually and the resulting recommendation takes into account the clients own financial situation, and the full range of financial products available in the market.

Our investment in your future

Planning for your future

At Investment Interest Management Limited our aim is to ensure that you have the best possible advice when planning your financial future.

Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.

Our services include a review of your existing arrangements:

When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.

Milestones in life

There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.

Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death

With personal circumstances changing from time to time it is important to undertake a review your financial position to accommodate all of your needs.

Tax Planning

Most of us run the risk of being taxed by the UK Inland Revenue on our savings or investments held within the UK.

It is worth getting a clear grasp of how these taxes work and then discussing with your financial adviser the most tax efficient financial planning for you.

20% Income tax at source for savings and investments held within the UK

Bank accounts and Building Society accounts pay Gross to overseas residents but you declare the interest you receive on you tax form and you are taxed accordingly. However you will must submit the appropriate documentation.

Pension planning

Personal Pensions, Company Pension Schemes, Stakeholder Pensions schemes, Self Administered Pension Schemes, Unlocking/Transferring Deferred Pension Benefits and Additional Voluntary Contributions (AVCs). The best pension schemes suitable for Untited Kingdom (UK) and Isle of Man (IOM).

Investment planning & management

Tax-efficient investment for growth and/or income through Unit Trusts, Bonds, Offshore Funds and Investment Trusts / Pooled Investments. Investment advice and investment management onshore and offshore.

Mortgages

For Residential and Commercial purposes, we have up to date information and access to a wide range of Building Societies, Banks and Central Lenders' schemes from which we can draw to suit individual circumstances.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Life assurance

Family Protection, Mortgage/Loan Protection and Business Protection.

Income protection

Replacement Income in the event of Sickness, Accident and Disability.

Critical illness protection

Provides a Cash Lump Sum on Diagnosis of a serious illness such as heart attack, stroke, cancer, etc. or total disability.

Business & key person protection

To protect a business from the effects of losing a Key Director or Key Employee through death or illness.

Savings plans

Various schemes to plan for future requirements such as children's education, wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.

Annuities

Capital investment to purchase a guaranteed income.

Contacting us

On our website you will find enquiry forms to assist you, or you can e-mail us with a general enquiry. Our contact details are listed on the foot of each page of our website, including our location map. http://www.iim.co.im/

Expatriate financial advice for Expats, Ex Pats.