Specialist family investment company input, without stepping on your client relationship.

Accountants, IFAs and wealth managers, and solicitors. They bring us in when a client with substantial funds wants to pass wealth on while keeping control, for example after a business sale, with a property portfolio or when planning for inheritance tax. We work alongside the introducer's own advice and do not take over the client relationship.

Yes. You remain their accountant, financial adviser or solicitor. We provide the family investment company tax input and, if you prefer, report through you. We do not approach your client about unrelated work or try to take over their annual compliance or investments, and we are happy to say so in writing before you introduce anyone.

Specialist structuring input on a structure you may only see occasionally: share classes, funding by loan, the settlements and gift with reservation rules, the inheritance tax analysis and the extraction plan. Many advisers handle the client's annual work very well but prefer not to design a family investment company from scratch. We design the structure, and our in-house legal team can draft the documents, or we work with your client's own solicitor.

A free first call with a Chartered Tax Adviser, then a written recommendation and a quote on request if it makes sense to go further. The client is not obliged to proceed. We keep you informed throughout, and work with you and any other advisers so everyone is following the same plan.

We respond the same working day. Introducers often come to us with a date behind the question, such as a business sale completing or a tax year end. Tell us the date in your first message, and whether you would like to be on the first call with your client.

Yes. The calculators on this site run in the browser, store nothing, and give a rough guide to how a family investment company compares with investing personally, the potential inheritance tax saving and how a loan could be repaid. They are a way to start a conversation with a client, not a substitute for advice on their own facts.

Yes, if the family wants us to. Our in-house legal team drafts the trust deed, articles of association and shareholders' agreement, along with the loan agreement and resolutions, so the documents match the tax plan exactly. Or we work with the family's own solicitor, whichever they prefer. If you are the solicitor, we agree the terms with you first and review your drafts, so you keep that part of the work.

No. We give tax advice. What the family investment company invests in is a matter for the client and their regulated financial adviser. If you are an IFA or wealth manager, you stay in charge of the investments and we work with you on the structure around them. We can also work with the client's existing adviser.

A short summary is enough: who the client is, roughly how much they might invest and where it comes from, what they are hoping to achieve and any dates that matter. Please check the client is happy for you to share details. You can use the referral form on this page, or ask the client to book a call and mention your name.

We do not publish information about commercial arrangements for introducers on this website. Please ask when you get in touch, and we will explain how we work with introducers. We would always want to be transparent with clients about any arrangement, as professional rules may require, and we are happy to discuss this with you first.

We will tell you and the client honestly. A family investment company is not right for everyone, for example where the sums are small, the client needs the money for income, or Business Relief is the main goal. We would rather say so on the first call than set something up that does not fit. We can suggest alternatives to discuss with their own advisers.

Yes, through our sister firms: 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 client's question touches those areas, we can bring in the right team, while you stay the main point of contact and your client stays your client.