Family Investment Companies: A Strategic Approach to Wealth Management and Tax Planning

Family Investment Companies: A Strategic Approach to Wealth Management and Tax Planning
Looking to reduce inheritance tax while maintaining control of your family's wealth? Discover how Family Investment Companies (FICs) could revolutionise your approach to wealth planning and tax efficiency.
In this comprehensive guide, we explore the powerful benefits of family investment companies for wealth planning. Whether you're a business owner seeking to avoid inheritance tax or planning intergenerational wealth transfer, this video reveals the family investment companies pros and cons you need to know.
📋 What You'll Learn:
Chapter 1: What is a Family Investment Company (FIC)?
Complete breakdown of how FICs work as private investment vehicles
Real family investment companies example scenarios
Key differences in family investment companies vs limited company structures (if any)
Understanding share classes and voting rights
Chapter 2: What are the potential IHT benefits?
How to reduce inheritance tax through strategic share gifting
Understanding Potentially Exempt Transfers (PETs) and the seven-year rule
Family investment companies inheritance tax advantages explained
Valuation discounts and their impact on your estate planning
Chapter 3: How does it work - corporate structure perspective?
Step-by-step FIC setup process and Companies House registration
Designing bespoke share structures for maximum flexibility
Corporation tax planning and allowable expenses
Asset protection and succession planning strategies
🎯 Perfect for:
High-net-worth individuals and families
Business owners planning succession
Anyone seeking alternatives to traditional wills and trusts
Those looking to optimize family investment companies tax benefits
💡 Key Takeaways:
Maintain control while transferring wealth to the next generation
Leverage corporation tax advantages and investment flexibility
Understand the ongoing compliance requirements and costs
Learn when FICs are more effective than traditional trust structures
This video provides essential insights for anyone considering FICs as part of their comprehensive wealth management strategy. From asset protection to tax efficiency, discover why sophisticated families are choosing this structure over conventional approaches.

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Learn more by reading Malcolm's blog here: https://www.zoppi.co.uk/blog/family-i...

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0:00 - Intro
00:29 - Chapter 1: What are FICs
01:28 - Chapter 2: Potential IHT advantages of FICs
03:10 - Chapter 3: How to set up FIC
...
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DISCLAIMER
This video is provided to you by GZ Legal Ltd, trading as Zoppi & Co. We are committed to offering you the best content that we can produce. Although, to satisfy the fast-paced YouTube demand and short watch-times, and due to the impossibility of fully understanding all of our viewers’ factual situations, the content should not be relied upon to make any decisions, take any actions or omit from acting (not an exhaustive list). This video and any of its content or related documents, including (this is not an exhaustive list) its speech, tags, linked documents, descriptions or titles (the Content) does not provide legal advice and should not be taken as such. The Content does not reflect all aspects of the law, for the purpose of brevity and simplification. The Content has been simplified and generalised by also omitting information, as to avoid lengthy and potentially boring videos. The Content may be out-dated and not suitable or relevant for all circumstances. Seek independent legal advice. Zoppi & Co is a trading name of GZ Legal Ltd, a limited company registered in Scotland with company number SC658895 and registered office address of 272 Bath Street, Glasgow G2 4JR, UK.