Family Investment Companies (FICs)

Wealth Preservation Through Structured Family Investment Companies (FICs)

  • FIC formation - Optimal share structures (alphabet/growth shares) for generational wealth transfer
  • Tax-efficient distributions - Dividend planning across family members using varying share classes
  • Asset protection - Ring-fencing family wealth from creditors via restricted share rights
  • Succession planning - Gradual share transfers using HMRC-compliant valuation methods
  • Mixed asset portfolios - Tax-optimised allocation of property, equities and private investments
  • Annual compliance - Companies House filings and HMRC reporting (CT600, confirmation statements)

We’re only a phone call away

Our friendly team is here to help.

Monday – Friday: 9:30 AM – 5:30 PM
Saturday: 9:30 AM – 12:30 PM