Family Investment Company

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You may be able to achieve your long term goals by establishing a Family Investment Company. If properly constituted an FIC may enable your children/loved ones to inherit company assets in the future with little or no exposure to Inheritance tax.

Great care must be taken with the documentation involved and we work with Chartered Tax Advisers to ensure the appropriate outcome.

FIC's can offer great flexibility if properly implemented. They can allow for different share classes and control.

Many different situations can be catered for using a well drafted FIC.

Assets created within an FIC may not be subject to the 7 year gift rules ('Potentially Exempt Transfer') In terms of Inheritance Tax charged on death, although any initial director loans should be taken into account and planned for.

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Get in touch for a bespoke FIC now - your heirs will be very grateful that you did so in the future.