As a multi family office our clients benefit from the economies of scale whilst being assured of a personal service where their needs are given priority. IQE is independent which enables us to support the family and act in their best interests. We understand the importance of wealth preservation for each generation in addition to caring for the needs of the family.
IQE can offer concierge services in addition to which the following are available:
1. Financial planning
2. Wealth distribution
3. Family assistance
4. Structures and fiduciary services
5. Asset management
6. Personal services
IQE does not provide tax, legal or investment advice but can make introductions from a range of independent professional advisers to match your family's needs and preferences. IQE can provide one source of contact and we understand the need for trusted advisers where your privacy and safety are paramount. A family office that is established in the home jurisdiction can be very practical but often it is not the best choice from a wealth preservation, safety and security perspective. When considering where to locate a family office and possibly some members of the family there are many issues to consider and these include:-
|Physical location||Irish sea – midway between Ireland, Scotland, Wales & England|
|Government||Parliamentary non partisan democratic constitutional monarchy|
|Stability||Oldest continuous parliament in the world founded over 1,000 years ago.|
|Tax||£125,000 income tax cap, no IHT or CGT, 0/10% corporate tax|
|Security||Lowest crime rates in British Isles|
|Weather||Benign, temperate and mild|
|Education||KWC and access to UK, good quality state schools|
|Access||One hour to London City or Gatwick and less to various UK regional airports and boats to Liverpool and Heysham. Private Jet services.|
|Economy||Economy - 30+ successive years economic growth|
|Credit Rating||Aa1 Moody's|
|Health||Local general hospital and access to UK|
|Leisure||Golf, cycling, motor sport, water sports, team sports, outdoors|
|Space||Total 572 km2 and low population density 131/km2|
|Population||84,497 (2011 census)|
|Residence||No restrictions on ownership of property or residence|
|Tax transparency||Top compliant rating from OECD based on peer review|
|Visas & Immigration||Rules aligned with UK|
|Privacy||BO's details required by CSP but not on public register|
|Access to advisers||Top 7 accountants (ICAEW 2013) international law firms|
|Legislation||Similar to England / Wales – robust and recognised|
|Lifestyle||Safe, outdoors, water sports, TT, theatre, restaurants, cycling|
|Time zone||GMT / BST|
|Banks||Barclays, RBSI, HSBC, Lloyds, Standard Bank, Santander etc.|
|Investment houses||WH Ireland, Cannacord Genuity, Thomas Miller, Capital International, Ramsey Crookall.|
Where safety is an issue you can rest assured that the Isle of Man offers a safe haven from crime, natural disasters, terrorism and conflict and can provide a safe environment in which a family office could be based, whilst retaining ease of access to the UK and the rest of the world.
Please contact us for More information
We have the expertise to assist with multi-jurisdictional fiduciary services for international structures
Should you have any questions about any of our services, please don't hesitate to get in touch
I confirm that I have worked with IQE Limited (“IQE”) indirectly and directly since 2009. Throughout our association IQE has provided company secretarial and administrative services of the highest standard not only for Redefine International P.L.C. but also for its many Isle of Man subsidiaries. IQE has at all times provided services at a very high level in a friendly and efficient manner and it has never been too much trouble for IQE to help us achieve our goals.
Redefine International Property Management Limited and IQE have developed a great working relationship and I would not hesitate to recommend their services." Michael Watters, CEO, Redefine International Group
IQE raised £3356.00 for their charity of the year Isle of Man Breast Cancer Support Group. IQE’s Social and Charitable Committee was delighted to present their cheque to representatives of the Isle of Man Breast Cancer Support Group at IQE’s offices recently.Read more.
IQE Securities Sponsor Services Limited has acted for Fundamentum Social Housing REIT Plc which was admitted to the Official List of TISE on Thursday, 7th November 2019. A new Real Estate Investment Trust (REIT) focused on investing in social housing in the UK has been listed on The International Stock Exchange (TISE).