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Family Investment Companies: The Set Up Mistakes That Cost You Later

Shared from Tax Insider: Family Investment Companies: The Set Up Mistakes That Cost You Later
By Nick Wright, July 2026

Nick Wright examines the practical and tax issues that arise when establishing a family investment company.  

This second article in a five-part series looking at family investment companies (FICs) considers incorporation, share class design, funding options, and the often-overlooked inheritance tax (IHT) and stamp duty land tax (SDLT) implications of establishing the structure correctly (this article assumes that the properties are located in England). 

Incorporation: The foundations matter <>

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