Information Centre
26/09/2011
JLT warns those with substantial pensions that they risk suffering avoidable tax charges if they do not take action before April 2012
26th September 2011, London: JLT Wealth Management (JLT) is warning those with substantial pensions that they risk suffering avoidable tax charges if they do not take action before April 2012. Anyone who wants to can apply to retain the current £1.8M allowance after April 2012, but this comes at the price of ceasing contributions. Drawing benefits early may also be a possibility and enable tax to be saved. There are numerous options.
09/02/2010
IIMIA WEALTH MANAGEMENT ACQUIRED BY JARDINE LLOYD THOMPSON GROUP PLC
iimia Wealth Management has been acquired by Jardine Lloyd Thompson Group Plc (‘JLT’). JLT is an international group of Risk Specialists and Employee Benefits Consultants and the iimia team has joined forces with the existing private client businesses to create JLT iimia Wealth Management.
13/11/2009
HOPS - Helping Other People Survive
We are very pleased to invite Kay O’Reilly, one of the founders of a recently launched Northampton based charity, to introduce HOPS to you all. At iimia we work with a lot of charities on their financial planning and investment management whilst also raising money for them through sponsored walks and other events. Many of you have helped us support charities over the years, for which we thank you. HOPS is one of our Northampton office’s charities of choice for 2010.
13/11/2009
www.tukae.org - A worthwhile cause
We, at iimia, work with a lot of charities on their financial planning and investment management whilst also raising money for them. So far this year, we have raised a total of £1,125 as charitable donations which has been matched by the company, giving a total of £2,250. Each of our offices selects a Charity to support each year and our Falmouth office have chosen to support Tukae for 2010.
13/11/2009
Point-to-Point Races - Free Ticket Giveaway!
We are pleased to confirm our sponsorship of two Point-to-Point meetings over the next couple of months. The first meeting at Black Forest Club, Exeter is on Sunday 29th November 2009, followed by the Silverton meeting on Sunday 17th January 2010.
13/11/2009
The Bournemouth Office Grows in Size and Knowledge
Despite ongoing uncertainty and volatility in the economy and stock markets, our Bournemouth office has continued to expand their team both in numbers and knowledge, to allow us to continue to provide advice and support to meet all of your financial planning needs.
03/09/2009
iimia Wealth Management joins SIFA
We are delighted to announce that we have joined SIFA, an organisation dedicated to supporting financial advisers working with solicitors and accountants.
23/04/2009
iimia designs bespoke Gilt-Backed Income Plan in conjunction with Morgan Stanley
In the current climate it is hard to find income without risking capital. With this in mind, our research team has been working with Morgan Stanley to create an exclusive Gilt-Backed Income Plan that will allow investors to receive 4.95% income per year, for 3 years, with full return of capital subject to certain criteria being met. Click here to access further information…..
