Protect Your Family Wealth with a Family Investment Company
We connect high-net-worth families with trusted UK specialists in Family Investment Companies (FICs), estate planning and tax-efficient wealth structuring.
Protect Your Family Wealth with a Family Investment Company
We connect high-net-worth families with trusted UK specialists in Family Investment Companies (FICs), estate planning and tax-efficient wealth structuring.
Understanding Family Investment Companies
A Family Investment Company (FIC) is a private limited company set up to hold and grow family wealth – such as cash, investments or property – for the benefit of you and future generations. Used properly, a FIC can help reduce inheritance tax exposure, improve tax efficiency compared with personal ownership, and give you more control over how and when family members benefit.
Because tax rules and HMRC practice continue to develop, it is important to take advice from professionals who work with FICs regularly and understand the latest guidance.
Benefits
The specialists we work with commonly help families who want to:
- Reduce potential inheritance tax on larger estates and protect more of their wealth.
- Keep control at the senior generation while allowing children to share in future growth.
- Hold investments or property in a more flexible, corporate structure rather than in personal names.
- Separate control and benefit to reduce family conflict and make intentions clear.
- Plan for multi-generational wealth in a clear, structured way that can outlast individual family members.
How We Help Families Like Yours
Family Investment Companies is not a law firm, tax practice or financial adviser. Instead, we act as a gateway, introducing you to appropriate UK professionals who can advise on FICs and wider estate planning.
Initial Conversation
We start with a short, confidential call to understand your situation, your family, the size and type of assets involved, and what you're hoping to achieve. This helps us identify whether exploring a FIC with a specialist is likely to add value.
Matching You with Specialists
Based on your needs, we introduce you to one or more carefully selected FIC and estate-planning specialists. These may include tax advisers, solicitors or wealth planners with practical experience of FIC structures, so you can move faster and avoid costly false starts.
Independent, Regulated Advice
Any formal advice on tax, legal structure or investments is given directly by the professional firm you engage, under their own regulatory permissions and terms of business. You receive personalised recommendations from advisers who are appropriately regulated and insured.
Ongoing Support
We stay in touch to help you navigate the process, arrange further introductions if needed, and ensure you always have access to relevant expertise as rules and family circumstances change. This means you are not left on your own after an initial meeting.
Why Families Choose Our Panel
Specialist Focus
We focus specifically on Family Investment Companies and related estate-planning support, rather than general retail advice. This helps you get to the right expertise more quickly.
Access to Leading Firms
Our panel includes UK professionals who regularly work with FICs and high-net-worth families, so you are not starting from scratch with online searches or trial-and-error calls.
Time-Saving
Instead of ringing around multiple firms and repeating your story, we streamline the process by connecting you with appropriate specialists quickly, saving you time and effort.
Tailored Introductions
We match you to advisers based on your estate size, asset mix (for example, property versus portfolios), and whether you are UK-resident, non-dom, or internationally mobile. This increases the chances you speak to someone who understands clients like you.
No Obligation
An introduction does not commit you to proceed. You are free to decide whether to instruct any adviser you speak to, compare options and take things at your own pace.
Works with Your Existing Advisers
If you already have legal, tax or wealth advisers, the specialists we introduce can usually work alongside them rather than replacing them, helping you build a joined-up plan.
FAQs
1. What is a Family Investment Company (FIC)?
A Family Investment Company is a private limited company used to hold family assets such as cash, investments or property. It can allow parents to retain control while passing value and future growth towards children and other family members in a structured way. Whether a FIC is suitable for you depends on your specific circumstances, which is why we introduce you to professionals who can give personalised advice.
2. Who should consider a Family Investment Company?
FICs are generally considered by high-net-worth families with larger estates who want to plan for inheritance tax, control and succession over the long term. They can be particularly relevant where there is a significant investment portfolio, property portfolio or proceeds from a business sale. During our initial conversation we can help you work out whether speaking with a FIC specialist is likely to be worthwhile.
3. What are the tax benefits of a FIC?
Potential advantages may include reduced inheritance tax exposure on future growth, the use of corporation tax rates on investment income and gains, and more control over how and when family members receive value. However, tax outcomes depend on how a FIC is structured and your wider situation. Any detailed tax planning will be discussed directly with the professional firm we introduce you to.
4. How does a FIC maintain family control?
Many FICs are set up so that parents hold voting or “control” shares and children hold non-voting growth shares. This can separate day-to-day control from economic benefit, allowing the senior generation to remain in charge while younger family members build long-term value.
5. What services do you offer for Family Investment Companies?
We arrange:
- An initial, no-obligation conversation to understand your goals.
- Introductions to suitable FIC, tax and estate-planning specialists.
- Ongoing support if you need additional introductions or a second opinion from another firm.
We do not provide regulated tax, legal or investment advice ourselves.
Insights and Articles
Our latest articles look at how Family Investment Companies fit into modern UK estate planning, and how families balance control, flexibility and tax efficiency in a changing tax environment. They are designed to help you ask better questions when you speak with a specialist.
Family Investment Companies: The Estate Planner’s Modern Weapon of Choice
How FICs Have Secured Their Place in the Tax Planning Hall of Fame – and
Flexibility and Control: The Hidden Strengths of Family Investment Companies
In today’s complex financial world, families want more than just tax efficiency when it comes
The Tax Benefits of Family Investment Companies in the UK
In today’s financial climate, tax efficiency is at the heart of any serious wealth management
Family Investment Companies in the UK: A Modern Approach to Wealth Management
In today’s ever-evolving financial landscape, many families are seeking ways to manage their wealth efficiently
Ready to Find the Right FIC Specialist for Your Family?
If you are considering a Family Investment Company, or simply want to understand whether it could be appropriate, we can connect you with trusted UK advisers for an initial discussion.
