Family Investment Company

If you have a rental property portfolio of over six properties or investments of over £2 million ( excluding pensions ) a Family Investment Company might be suitable for you. Watch the videos below to learn more.

Why should I use a family investment company instead of a normal limited company?

(4:06 minutes)

What is a family investment company and why should I consider setting up one?

(4:35 minutes)

Is a family investment company taxed differently to a normal limited company?

(3:04 minutes)

Can I use a family investment company for an investment portfolio?

(4:40 minutes)

Why UK landlords should use a Family Investment Company not a Ltd company to avoid inheritance tax

(19:01 minutes)

When a property portfolio is transferred to a limited company, what factors must be considered?

(3:39 minutes)

There are more videos available below the next section

We help people with over £1 million in current assets pay ZERO in UK inheritance tax

One stop comprehensive specialist advice - Tax, financial planning and legal advice service with 18 years experience.

What is a Family Investment Company and why should you consider setting up one?

(4:39 minutes)

Can I convert an existing company into a family investment company?

(2:58 minutes)

Are you allowed to have alphabet shares in a normal limited company?

(5:25 minutes)

Can I have more than one family investment company?

(2:51 minutes)

Why You Should Use a Family Investment Company to avoid Inheritance Tax on large Estates

(13:09 minutes)

How does a Family Investment company compare to gifting property to children

(4:11 minutes)

There are more videos available below the next section

What our clients say
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"It is gratifying to finally come across an adviser who gives sensible ongoing advice which is very client focused."

Frank Hibberd

Retired gentleman

"It is nice to know that we can now be certain that our daughter will inherit our money without giving a large slice of it to the government ."

Tony & Sue Perriss

"Everyone's situation is different but having an initial discussion with Charles has really helped me personally navigate what can be a daunting subject."

Bobby Chadda

"I particularly want to thank you for the open and transparent manner in which you have serviced my tax planning needs since I first met you seven or so years ago. In arranging my tax planning through you, I have confidence"

Michael Mahon

Retired gentleman

"Charles was really helpful from the outset and quickly clarified our situation for us... I have used Bluebond for  IHT and other tax advice and they have been very helpful with both. Charles is a very experienced and knowledgeable individual and I highly recommend Bluebond's services."

Sam Attenborough

Retired gentleman

I have used Bluebond for setting up a discretionary trust for my children as well as inheritance tax and estate planning for my home and  other properties. Having searched for years, it was only after meeting and speaking with Charles that I felt confident enough to take these next steps, and I'm very glad I did. His ability to explain complex issues in simple terms and walk you through every step of the process is quite simply unparalleled.

Imran Qureshi

Excellent and comprehensive advice concerning all things financial in one place. Enthusiastic, Educational, Expert, value oriented, Professional and Polite are adjectives that come to mind as well as great attention to detail.

Deirdre Buckley

Inheritance tax is a minefield. Charles de Lastic of Bluebond Tax Planning is the best in the business at helping you to chart the path that is right for you to ensure your estate is structured in the most tax efficient manner.

Nicholas Dickinson

Charles provides clients with valuable insights that clearly demonstrate expertise built over the years. Charles and his team guided us through a estate planning journey and then addressing complex Inheritance Tax matters. They have been very transparent with their advice and cost. Overall an excellent service. Highly recommended

Shailesh Karia

What are the tax implications of a Family Investment company

(3:16 minutes)

Can a family investment company be set up with shares for minors?

(5:33 minutes)

Should you place your Family Investment Company shares into a discretionary trust?

(7:10 minutes)

Is a Family Investment Company easy to manage on a yearly basis?

(4:31 minutes)

Can I have an LLP and an FIC at the same time?

(4:11 minutes)

What can I invest in using a Family Investment Company?

(2:40 minutes)

There are more videos available below the next section

We help people with over £1 million in current assets pay ZERO in UK inheritance tax

One stop comprehensive specialist advice - Tax, financial planning and legal advice service with 18 years experience.

How do you place investments into a Family Investment Company?

(6:32 minutes)

How to deal with mortgages in a Family Investment Company?

(7:47 minutes)

Why use a Family Investment Company for an investment portfolio?

(6:28 minutes)

Why use a Family investment company to avoid inheritance tax

(8:00 minutes)

The information contained in this web site is for UK consumers only.  Like most firms of solicitors and accountants, Bluebond Tax Planning is not regulated by the FCA. The content of this website does not constitute FCA regulated financial advice and all content is provided for general information purposes only. Bluebond is not responsible for any action you may take as a result of information on this site. All advice will be delivered on a personal basis once we fully understand your situation and our client agreements have been signed.

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