Family or personal investment companies

Protect, preserve and secure your family’s wealth for future generations.

Once we are clear on your personal circumstances and your goals, we will take you through the options for building, preserving and passing on your family’s wealth.

Forming a Family Investment Company may be an option for individuals who hold cash or investments in excess of £1m, which are currently exposed to 40% Inheritance Tax (IHT). The Family Investment Company can be an attractive alternative to a trust, allowing IHT efficient gifts but retaining control of the investment strategy, protecting the family’s wealth.

A Personal Investment Company can be a viable alternative to holding investments personally. The company benefits from reduced corporate tax rates compared to higher rates of income tax and capital gains tax applied to investments held by individuals. These relative gains can be reinvested, potentially leading to faster investment accumulation.

If you would like to discuss your own circumstances with us, please do get in touch.


This guidance is generic in nature and does not constitute advice. You should take no action based upon it without consulting ourselves or your own professional advisor.


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