Could a family investment company be the key to smarter tax and estate planning?

There has been a rise in popularity of Family Investment Companies (FICs) as a tax-efficient tool for wealth and generational planning – especially if you are a high-net-worth individual.

In this webinar Boyes Turner and Kirk Rice will look at the role of FICs in family succession planning, introduce what they are, how they help, the pros and cons, tax planning opportunities, legal considerations, HMRC scrutiny and see if any changes in the autumn budget impact their popularity as we head towards the 2026/27 tax year.

What our webinar will cover:

• What are FICS and why are they gaining popularity?
• What is different to trusts and partnerships?
• Who typically sets up a FIC?
• Is a FIC suitable for every family?
• How does a FIC help with Inheritance Tax planning?
• What are the tax implications of transferring assets into a FIC?
• How should an FIC be structured to balance control and succession?
• What types of assets can be held in a FIC?
• Family governance, conflicts and compliance
• HMRC and the risk of scrutiny?

We look forward to you joining us.