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)

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

(4:35 minutes)

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

(3:04 minutes)

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

(4:40 minutes)

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

(19:01 minutes)

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

(3:39 minutes)

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There are more videos available below the next section

If you have over £2 million in current assets including your pension funds we can help you to pay Zero in Inheritance tax.

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

How to Avoid Inheritance Tax
on Your Pension
‍Learn more

The 7 main strategies to ensure you
pay Zero in inheritance tax
‍Learn More

How landlords can ensure they
pay no inheritance tax
‍Learn more

What are the benefits of attending our
FREE inheritance tax solutions webinar
‍Learn more

  • Pay ZERO inheritance tax
  • Retain wealth for your family
  • Reduce all your taxes

Are you a high net worth investor? How can you make potential investment returns of 15% to 40% per year?Learn More

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

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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.

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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.

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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

If you have over £2 million in current assets including your pension funds we can help you to pay Zero in Inheritance tax.

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

How to Avoid Inheritance Tax
on Your Pension
‍Learn more

The 7 main strategies to ensure you
pay Zero in inheritance tax
‍Learn More

How landlords can ensure they
pay no inheritance tax
‍Learn more

What are the benefits of attending our
FREE inheritance tax solutions webinar
‍Learn more

  • Pay ZERO inheritance tax
  • Retain wealth for your family
  • Reduce all your taxes

Are you a high net worth investor? How can you make potential investment returns of 15% to 40% per year?Learn More

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)

Contact Us

  • Bluebond Tax Planning

  • 6 Willow Close,

  • Reed,

  • Hertfordshire SG8 8BA

Watch the huge range of FREE videos on our All Videos Page.How good is your Inheritance tax planning – Take our 2-minute quiz to find out.
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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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