Is a Family Investment Company right for your family?
A confidential two-minute assessment for UK families considering a FIC for inheritance tax mitigation, succession planning and intergenerational asset protection.
No obligation. Your responses are confidential.
Built with a panel of accredited UK advisers
How it works
A discreet path from question to clarity.
01
Answer seven questions
Estate scale, family composition, existing structures, objectives and timeline.
02
Receive your suitability score
A tailored summary identifies where a FIC fits — and where it doesn't.
03
Speak with a specialist
If appropriate, a senior adviser will arrange a confidential consultation.
Suitability Assessment
A few confidential questions
What is the approximate value of your family's investable estate?
Including investments, property and business interests — excluding primary residence where relevant.
Learn
The essentials, written for principals.
Foundations
What is a Family Investment Company?
A private limited company used to hold and manage family wealth — combining the control of a company with the tax efficiency of investment structuring.
Read the FIC primerComparison
FIC vs Family Trust
Both structures pass wealth across generations, but differ sharply on control, taxation and flexibility. Understanding the trade-offs is essential.
Compare FICs and trustsTax
IHT benefits of a FIC
When structured carefully, a FIC can move future growth outside the founder's estate while retaining oversight through share class design.
Read about IHT benefitsProperty
Can a FIC hold property?
FICs are increasingly used to hold buy-to-let and commercial property portfolios — with corporation-tax treatment of rental income and structured succession of the underlying assets.
Read about property in a FICFAQ
Common questions
FICs are typically considered by families with investable wealth above £1m who want to retain control of capital while passing future growth efficiently to the next generation. They suit principals who value structure and discretion.
A straightforward FIC can be incorporated and capitalised within 4–8 weeks. Bespoke share classes, family constitutions and integration with existing trusts may extend that timeline.
No — that is one of the principal attractions of a FIC. Share class design allows founders to retain voting control and direct distributions, while economic interests sit with future generations.
Yes. Your responses are stored securely and only shared with the senior adviser introduced to you. We do not sell or share data with third parties.
An initial consultation is offered without charge. Should you proceed, advisers will provide a clear, fixed-fee structure prior to any engagement.