Family Investment Companies (FICs) are an increasingly popular vehicle for UK and international families looking to efficiently manage and transfer wealth.
A FIC is a private company limited by shares that is designed to hold family investments. It allows parents or senior family members to retain control over assets while gradually introducing children or other relatives as shareholders, often in a tax-efficient manner. Our FIC setup and support service guides you through establishing such a company and provides ongoing administration, so you can reap the benefits of this structure without the administrative complexity.
Our FIC setup and support services include:
- Structure design & planning:
Collaborating with legal and tax advisers, we develop bespoke multi‑class share structures aligned with your control, succession and estate‑planning objectives. - Company incorporation:
We manage jurisdiction selection, company formation and drafting of Articles of Association and shareholder agreements tailored to family governance. - Funding & capitalisation:
We advise on capital injections, asset transfers and shareholder loan arrangements with comprehensive documentation and regulatory compliance. - Ongoing administration:
Our team takes care of statutory filings, board and shareholder meeting minutes, corporate records and director updates. - Accounting & reporting:
From bookkeeping to investment income tracking and annual accounts, we tailor reporting monthly, quarterly or annually to your preference. - Tax liaison & compliance:
We work closely with tax advisers to ensure efficient cross‑border reporting and optimise your FIC structure over time. - Share transfers & succession:
We manage gifting or sale of shares - including valuation, paperwork and tax compliance - supporting your generational planning.
