“A Family Investment Company can offer a tax-efficient investment solution for family succession planning”

Alan Ross, Wilson Partners

Alan Ross, Tax Director Marlow, Wilson Partners.
What we do > Private individuals > Family Investment Companies

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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