Family Investment Companies & Trusts

Protect your wealth, preserve your legacy, and keep control where it belongs - with your family.

A Family Investment Company (FIC) is a modern structure that allows families to manage and grow investments, typically property or shares, while maintaining control and achieving tax efficiency.

Benefits of a well-structured FIC include:

• Inheritance Tax planning - gradual transfer of wealth outside the estate
• Control & flexibility - retain voting rights and management control while passing ownership
• Tax-efficient growth - profits are taxed under corporation tax rather than personal rates
• Family protection - assets are owned by the company, not individuals, helping shield them from third-party claims

Trusts can also form part of a wider strategy - offering protection for minors, vulnerable beneficiaries, or blended families.

Suezanne works alongside your accountant to help ensure your structure is legally sound, tax-efficient, and aligned with your goals.

Where reserved legal activities are required, these are delivered through the instructed SRA-authorised firms Suezanne consults with.

All clients receive a free Will and LPA review through the SRA-authorised firms she consults with - ensuring all your documents work together.

If you’d like to explore whether a Family Investment Company or trust could work for you, contact Suezanne for a confidential discussion.