Our considered, expert advice will ensure both lay and professional trustees comply with their statutory duties under the Trustee Act 2000.


At the centre of our approach to trusteeship is asset allocation to spread investment risk to secure the best, most tax efficient return for beneficiaries.


We also provide a trust review service for new and existing trusts to advise on the taxation of trust assets, investment risk and asset allocation.

Trustees and trustee investment

The Independent Asset Management Company is authorised and regulated by the Financial Conduct Authority.

Our partners are SR Whiteway, SJ Parkin and BA Rowland-Smith. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk



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