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Family Investment Company Guide
Technical Guides • Family Investment Company Guide
Family Investment Company Guide
A modern way to grow wealth, reduce tax, and secure your legacy.
Family Investment Company Guide
Looking for a smarter way to structure investments, manage family wealth, and reduce exposure to inheritance and income tax? A Family Investment Company (FIC) could be the solution.
This guide introduces the concept of using a UK limited company as a tax-efficient investment and estate planning vehicle. It breaks down how a FIC works, who it’s suited for, and the key financial, tax, and control benefits it can provide across generations.
Download your guide today to explore how structuring your assets through a company could help you build and protect long-term family wealth.
What’s Inside?
- Hoxton Wealth tax services
- Structure of a limited company
- Owning a property in a LTD company vs personal
- Tax efficiencies during ownership
- The ongoing requirements for the company
- What is a SSAS?
- Why use a SSAS?
Why Download This Guide?
Because family wealth deserves more than passive planning. A FIC gives you flexibility, tax control, and a clear path to multigenerational wealth transfer—especially when combined with proper corporate and pension structures.
Who Is This Guide For?
- UK investors looking to protect assets and reduce tax
- Families planning generational wealth transfers
- Property investors and business owners exploring alternative structures
- Expats or non-residents with UK asset exposure
FAQs
Yes!
Hoxton Wealth Tax is part of the wider Hoxton Financial Group of companies. Hoxton Wealth’s group companies and affiliates are regulated in some of the most regulated territories in the world to provide financial advice:
- United States of America: Securities and Exchange Commission (SEC)
- Ireland: Central Bank of Ireland (CBI)
- United Kingdom: Financial Conduct Authority (FCA)
- United Arab Emirates: Securities and Commodities Authority (SCA)
- Australia: Australian Securities and Investments Commission (ASIC)
Basics of the structure are as follows:
- Share class
- Shareholding
- Voting rights
- Dividends
On an ongoing basis you will be required to file the attached documents:
- Personal tax returns
- Corporation tax return
- Company’s house
Small self-administered schemes (SSAS) were introduced on A-Day on 6 April 2006. A SASS must be established by an employer – either as a sole trader or through the use of a limited company, partnership etc. A family investment company (FIC) can also use a SSAS for the benefit initially of one or more employees.
A SSAS can hold such assets as:
- UK and overseas equities listed or dealt on any recognised stock exchange
- Warrants (for equities)
- Permanent interest-bearing shares
- Convertible securities
- Fixed-interest securities issued by government or other bodies
- Debenture stock and other loan stock
- Unquoted Equities
- Bank and building society deposits
- Commercial property and land, but not residential property (development opportunities can be explored)
- Insurance company funds, investment trusts and unit trusts
- Loans to unconnected parties in certain circumstances
- Loan backs to employers
Download Your Free Guide
Access your Family Investment Company Guide now and start planning with purpose—for today and tomorrow.
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