Insights

Business owners, property investors and families thinking about passing wealth on, and the accountants, IFAs and solicitors who advise them. The articles explain how family investment companies work, what they cost and when they suit a family, in plain English. They are meant to help you ask better questions of your advisers rather than to replace advice on your own facts.

No. Articles are general information and do not take account of your own circumstances. Tax rules change, and a structure that works for one family may not work for another. Please speak to us or another qualified adviser before you transfer assets, make gifts or sign documents. A free first call is a good place to start if you want to test an idea.

Articles are grouped by topic, such as funding, share classes, inheritance tax, taking money out and alternatives to a family investment company, and each shows when it was last reviewed. We update them when tax rates or rules change. New articles are being added over time, so check back or ask us if there is a subject you would like covered.