Sharing Wealth Using Family Investment Companies
A comprehensive guide packed with everything you need to know about using FICs to manage and transfer family wealth
**Brand New Report Released 10th November 2025**
Sharing Wealth Using Family Investment Companies
This comprehensive guide is designed to help individuals, families, and advisers understand how Family Investment Companies (FICs) can be used to build, preserve, and pass on wealth in a tax-efficient and controlled manner. It explains the principles behind FICs, how they differ from trusts, and the practical steps to establish one, ensuring you can make informed decisions that align with your family’s long-term goals.
What’s Inside the Report?
- Introduction to Family Investment Companies
- Why Use an FIC?
- Key Structural Elements of an FIC
- The Importance of Governance in a Family Investment Company
- Director's Duties and Responsibilities
- Shareholder Rights and Agreements
- Share Classes and Voting Structures
- Company Meetings and Record-Keeping
- Managing Family Dynamics and Communication
- Incorporating and Funding an FIC
- Exchanging Share in Another Company
- Share Classes and Bespoke Articles
- Taxation of an FIC
- IHT or Succession Planning With FICs
- Day-to-Day Considerations of Running an FIC
And many more!
Who will Benefit from This Guide?
This guide is essential for anyone involved in family wealth management, estate planning, or private investment strategy. It is particularly beneficial for:
High-Net-Worth Individuals and Families:
Gain a deeper understanding of how FICs can safeguard and grow family assets across generations.
Tax and Financial Advisors:
Access practical insights into structuring and advising on FICs as part of comprehensive estate planning.
Accountants and Wealth Managers:
Learn how to implement and manage FICs for clients seeking long-term control and flexibility.
Solicitors and Legal Professionals:
Stay updated on the legal considerations, compliance obligations, and governance structures relevant to FICs.
Business Owners and Entrepreneurs:
Understand how FICs can be used to reinvest business profits and transfer wealth efficiently to the next generation.
By mastering the strategies and insights outlined in this guide, you’ll be equipped to use Family Investment Companies as a powerful tool for tax-efficient wealth management, ensuring your family’s financial legacy is secure for years to come.
