Sarah Clarke, Wilson Partners
Family Investment Companies
A Family Investment Company can offer a tax-efficient investment solution for family succession planning. It is a simple to manage, cost-effective vehicle that allows the founder(s) to retain control of the assets, while distributing wealth within the family in a tax-efficient way.
The many benefits include:
- Straight forward, simple to administer and non-tax contentious
- No inheritance tax on the growth in value as it is outside the estate of the founder
- No immediate charge to inheritance tax on funds loaned to the company nor on funds invested in the company (but they do remain in the founder’s estate)
- No inheritance tax on shares gifted to other family members provided the founder survives for seven years
- The founder has control of the company, including investment and distribution decisions
- Tax on retained profits at corporate tax rates, allowing greater growth
- Tax deduction for investment management fees
- Indexation allowance to reduce capital gains for inflation
- A tax-efficient and flexible alternative to trusts
Talk to us today to find out more.
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