Family Investment Company

Following on from the Christmas holidays and meeting up with our family and loved ones, some people have had a great opportunity to make long term financial plans together. A family should make plans for protection, succession and taxation of its wealth to ensure that the next generation get the best opportunity to thrive in the future. At Dominic Hill we frequently hold meetings with multiple generations of one family to discuss and plan for such matters.

One such planning tool is the Family Investment Company (FIC) and we have created a new area on our website for this. https://www.dominichill.co.uk/service/family-investment-company-fic/

For many families, preserving wealth across generations is about more than just good investing, it is also about structure, control and foresight.

A Family Investment Company (FIC) can be a powerful tool in achieving these goals. It enables families to:
Retain control over how assets are managed and distributed.
Protect wealth from external risks and fragmentation over generations.
Mitigate Inheritance Tax exposure in a legitimate, structured way.
Create a flexible governance framework that balances parental oversight with the next generation’s participation.

At Dominic Hill Associates Ltd, our chartered accountants and tax specialists advise clients on the effective establishment and operation of FICs. We can help ensure that the structure aligns with each family’s long-term objectives and tax position.

If you’re considering how best to preserve and pass on family wealth while maintaining control, we’d be delighted to discuss how an FIC could fit within your broader estate and tax planning strategy.

Get in touch to discuss further: 01323 649509 or mark@dominichill.co.uk