A specialist practice for family investment companies.

Family Investment Company is a specialist UK tax practice that concentrates on setting up and advising family investment companies. Advice is led by a Chartered Tax Adviser (CTA), supported by a team that includes Chartered Accountants. The service exists to give business owners, property investors and wealthy families, and the advisers who work with them, a team that does this work regularly and knows where the traps are.

Yes. We work closely with our sister firms, each a specialist in its own area: Holding Company (holding-company.co.uk), Property Tax Advisory (propertytaxadvisory.co.uk), Transaction Tax Partners (transactiontaxpartners.co.uk) and Demerger Tax (demergertax.co.uk). If your question is mainly about one of those areas, say so on your first call and we will point you to the right team.

We have 15+ years' experience and have set up 50+ family investment companies. Our work has also helped save clients an estimated £100m+ of inheritance tax. That experience covers companies funded from business sale proceeds, from property portfolios and from family savings, and families with one child as well as those with several generations and different needs. We use it to tell you what is realistic for your family.

Mostly business owners with cash in a company or sale proceeds to invest, property investors who want to pass a portfolio on to the next generation, and wealthy families planning for inheritance tax. We also work with accountants, IFAs and solicitors who bring us in for a client. The families differ, but the questions are similar: how to keep control, how to share growth and how to take money out sensibly.

Not as our main service. We focus on advice and structuring, the decisions that shape how a family investment company is taxed for years to come. Most families keep their own accountant, or appoint one, for annual accounts and the company tax return, and we work alongside them. When we set up a company we explain what the yearly compliance involves so that nothing is missed.

A family investment company draws on several areas of tax at once: corporation tax on investment companies, inheritance tax on gifts and loans, the settlements rules, dividend taxation and company law. Many accountants handle annual work very well and bring in a specialist for one-off, hard-to-reverse structuring. We are happy to work with your accountant rather than replace them.

Advice is led by a Chartered Tax Adviser (CTA), the senior professional qualification of the Chartered Institute of Taxation. The wider team includes Chartered Accountants qualified with the ICAEW and the ACCA. That mix matters because a family investment company needs both technical tax knowledge and a clear grasp of accounts, valuations and company law. It is also why we usually work with a solicitor on the legal documents.

Yes, and we prefer to. A family investment company needs legal documents such as the articles of association, a loan agreement and a shareholders' agreement, and it sits alongside your investments and your will. We design the tax side, agree the order of steps with your solicitor and review the documents against the plan. We also work with your accountant and IFA so everyone is working from the same plan.

Most of our work is done by video call, phone and email, which suits families across the UK and fits around other commitments. Some clients like to meet at a key stage, for example when several family members need to agree the plan or the next generation joins the conversation. If an in-person meeting would help, ask us and we will see what can be arranged.

We give tax advice, led by a Chartered Tax Adviser. We do not give investment advice, so we do not recommend what the company should invest in. That is for a regulated financial adviser, and we are happy to work with yours. As the money laundering rules require, we will ask for identity documents before we start work.

We respond the same working day. Many families come to us with a date behind the question, such as a business sale completing, a property purchase or a tax year end. Tell us the date that matters when you get in touch and we will plan around it, from the first call through to company formation, documents and the first filings.

No honest adviser can promise that before looking at the facts. A family investment company often helps with inheritance tax on future growth, but it is not right for everyone, and the saving depends on how much is invested, for how long and how the family takes money out. Our job is to show you what each option means in practice, including costs, and to recommend what fits, even if that is not a family investment company.