IM Asset Management
IA
Financial Advisors
IM Asset Management
Cleveland Business Centre, Middlesbrough TS1 2RQ
# IM Asset Management
IM Asset Management, operating as part of Irwin Mitchell's private wealth division in Middlesbrough, specialises in bespoke wealth structuring advice for individuals and families seeking to optimise, protect and grow their assets. The firm serves business owners, high-net-worth individuals, and families with complex financial situations, including UK-resident non-domiciliaries and those managing multi-generational wealth.
The business combines legal and financial expertise to address the full spectrum of wealth management challenges. Their services span personal tax planning for business owners, asset protection strategies, investment structuring, and efficient UK and international tax planning. The firm is particularly distinguished by its depth of experience with specialist structures including family investment companies, family offices operating across multiple jurisdictions, and trust administration.
What sets IM Asset Management apart is their position within the UK's largest private client legal team, providing access to complementary expertise across wills, trusts, estates, family law, immigration and property law. This integrated approach means clients benefit from holistic advice rather than siloed services. The firm emphasises discretion and personalised service, with partners like Helen Clarke providing direct access to senior expertise.
Their Middlesbrough location serves clients across the North whilst maintaining connections to their broader national and international network. The firm's commitment to responsive service—guaranteeing contact from an expert within one working day—reflects their client-focused approach.
IM Asset Management, operating as part of Irwin Mitchell's private wealth division in Middlesbrough, specialises in bespoke wealth structuring advice for individuals and families seeking to optimise, protect and grow their assets. The firm serves business owners, high-net-worth individuals, and families with complex financial situations, including UK-resident non-domiciliaries and those managing multi-generational wealth.
The business combines legal and financial expertise to address the full spectrum of wealth management challenges. Their services span personal tax planning for business owners, asset protection strategies, investment structuring, and efficient UK and international tax planning. The firm is particularly distinguished by its depth of experience with specialist structures including family investment companies, family offices operating across multiple jurisdictions, and trust administration.
What sets IM Asset Management apart is their position within the UK's largest private client legal team, providing access to complementary expertise across wills, trusts, estates, family law, immigration and property law. This integrated approach means clients benefit from holistic advice rather than siloed services. The firm emphasises discretion and personalised service, with partners like Helen Clarke providing direct access to senior expertise.
Their Middlesbrough location serves clients across the North whilst maintaining connections to their broader national and international network. The firm's commitment to responsive service—guaranteeing contact from an expert within one working day—reflects their client-focused approach.
Services offered
Family Investment CompaniesFamily OfficesUK Non-Dom Tax PlanningEstate PlanningTrust Management and AdministrationBusiness Wealth StructuringInvestment StructuringInternational Tax Planning