Family Investment Companies

We offer a free initial meeting to discuss how a Family Investment Company could help protect and grow your family wealth while providing a tax-efficient structure for passing it to future generations.

Families with significant assets are increasingly turning to Family Investment Companies as a modern alternative to traditional trusts. A well-designed FIC allows you to retain control over key decisions while gradually involving the next generation in ownership. This combination of flexibility, protection, and long-term planning makes FICs a powerful tool for wealth management.

Of course, the rules around taxation, company law, and inheritance planning can feel complex. Fortunately, you don’t need to navigate them on your own – with the right guidance, setting up and running a FIC can be a smooth and highly effective process.

We can help. Just bring us your goals for family wealth and succession, and we’ll design a structure that works for you. We will help you to:

• understand how FICs compare to trusts and other estate planning options
• design a share structure that allows you to retain control while transferring value
• incorporate the company and put in place bespoke articles of association
• establish clear shareholder agreements to manage family decision-making
• advise on the most tax-efficient way to fund the company with cash, shares, or property
• ensure corporation tax, income tax, and reporting obligations are managed smoothly
• provide strategies for extracting profits, paying dividends, and reinvesting surplus funds
• assist with long-term governance to ensure future generations understand and respect the structure

With our support, you can build a Family Investment Company that preserves wealth, strengthens family ties, and gives you peace of mind that your assets are secure for the future.