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.
Sarah Clarke-Rae, Wilson Partners
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Our tax case studies
We’re proud of what we do in partnership with our clients. Here are some of the projects we’ve worked on with them:
Change of property ownership led to £64,728 tax savings
We enjoy finding solutions to our client’s problems – we apply our knowledge and experience to the facts our clients present to us and look to find the way forward that minimises the taxes……
Inheritance tax review saves £1.7m on a £5m estate
We enjoy finding solutions to our client’s problems – the “fact find” is nearly always the key to the solution. Once we have our hands on the facts, the solution is an application of our tax…
Pensions tax advice saves £65,240
Finding solutions to our client’s problems starts with the facts and once we had our hands on the facts we were able to find the optimum solution for Mrs B.
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Together thinking
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