Tax Efficiency
- Corporation tax treatment on retained profits
- Efficient reinvestment structure
- Long-term planning flexibility
Family Wealth Planning UK
Family Investment Company Setup
We help UK families and business owners establish and manage Family Investment Companies (FICs) for long-term wealth planning, investment management, and succession structuring.
Founders retain control
Voting rights and governance remain clearly defined.
Family members participate
Economic value can be allocated through tailored share classes.
Investments managed centrally
Assets sit within one corporate planning framework.
What It Is
What Is a Family Investment Company?
A Family Investment Company (FIC) is a private limited company used to hold and manage family investments within a controlled corporate structure.
FICs are increasingly popular in the UK for long-term family wealth planning and are commonly used as an alternative or complement to trusts. They allow investment growth within a corporate environment while giving founders a framework to retain control.
Family members can participate economically, investments can be managed centrally, and the company's share structure can be tailored around succession, governance, and tax objectives.
Key Benefits
Why families use FIC structures
A Family Investment Company can create a clearer framework for investment control, reinvestment, and wealth transfer when it is designed around the family's objectives.
Succession Planning
- Gradual transfer of wealth to future generations
- Maintain control while allocating value to family members
- Clearer planning for intergenerational ownership
Asset Structuring
- Centralised management of investments
- Clear ownership framework
- Company structure for family investment activity
Wealth Preservation
- Structured family investment vehicle
- Long-term planning across generations
- Governance framework for family assets
Flexible share rights for family control and economic participation
Family Investment Companies are often structured using multiple classes of shares, including voting shares, dividend shares, non-voting shares, and alphabet shares.
This can allow founders and parents to maintain control of the company while distributing economic benefits across family members in a flexible and tax-efficient manner.
Each structure should be tailored individually based on family objectives and legal and tax considerations. We work with the family and, where required, solicitors and IFAs to keep the structure aligned with the intended outcome.
Where a Family Investment Company may fit
Property investment portfolios
Holding retained company profits
Family investment portfolios
Long-term wealth planning
Intergenerational succession planning
Setup and ongoing FIC administration
Q Accountants can assist with both the initial setup and ongoing administration of Family Investment Companies.
- Company incorporation
- Share structure planning
- Shareholder setup
- Company secretarial services
- Confirmation statements
- Annual accounts
- Corporation tax compliance
- Ongoing advisory support
- Coordination with solicitors and IFAs where required
Family Investment Company Support
From £1,000 per month
A managed support package for Family Investment Companies that need ongoing accounts, tax compliance, shareholder administration, and adviser access.
- Company secretarial support
- Annual accounts
- Corporation tax returns
- Compliance monitoring
- Shareholder administration
- Ongoing adviser access
Fees may vary depending on complexity, number of shareholders, and underlying assets.
Family Investment Company FAQ
Concise answers to common questions about FIC setup, share classes, tax treatment, control, and ongoing compliance.
Discuss Your Family Investment Structure
Speak with our advisers to determine whether a Family Investment Company is suitable for your long-term wealth and succession planning objectives.