Family Investment Company services

Family investment companies (FIC’s) still offer much of the control and flexibility provided by a Trust, but with greater tax efficiency from which the founder (the person putting the funds into the company) can also benefit. We can discuss the pros and cons of each approach and advise you on whichever route you choose. 

FICs are, for many, now the preferred choice for tax planning and asset protection. Many of our clients are drawn to FICs as a means of passing on family wealth whilst retaining an element of control and taking advantage of favourable Corporation Tax rates. 

Our team of tax specialists regularly advise on: 

• The structuring and financing of your Family investment company
• Tax efficient distributions from the FIC and managing the timing of profit extraction to take advantage of lower Income Tax bands and allowances
• The Inheritance Tax benefits of using a FIC structure and the potential interaction with Trust tax planning
• All associated tax compliance from initial set up to annual reporting obligations

We will work alongside you and your family to ensure your FIC protects the interests of all shareholders and meets your longer-term succession planning objectives.