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Bluebond UK

Family Investment Company vs Trust: Which Suits an Estate Over £2 Million?

A family investment company and a trust both move assets outside your estate for inheritance tax purposes, but they do it in different ways, with different upfront costs.

By |2026-09-15T17:22:11+00:00September 15, 2026|Comments Off on Family Investment Company vs Trust: Which Suits an Estate Over £2 Million?
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*For UK consumers only. Bluebond operates under UK legal and tax frameworks and follows recognized professional conduct standards. Information on this site is general and not personal advice. Personal recommendations are provided after a full review and a signed client agreement. Should any FCA-regulated advice be required, you’ll be referred to our dedicated partner independent financial adviser company.

**Based on Bluebond’s outcomes for clients who fully implement the recommended IHT planning. Individual results vary depending on personal circumstances, estate structure, and willingness to implement. Bluebond provides educational, strategic guidance and implementation of estate and inheritance tax planning only — Should any FCA-regulated advice be required, you’ll be referred to our dedicated partner independent financial adviser company. This page is for information only and does not constitute personal advice.

© 2026 Bluebond Tax Planning Ltd. All rights reserved. Registered in England and Wales No. 12365936. Registered office: 6 Willow Close, Reed, Royston, England, SG8 8BA.
The official ICO registration number for Bluebond Tax Planning Ltd is ZA838793.

Our professional and regulatory standards

We provide education, strategy and implementation for estate and inheritance tax planning.

What this means for wills, trusts and estate planning:

Will writing, trust creation and estate planning are not reserved legal activities under the Legal Services Act 2007. They are not restricted to solicitors, and they do not require SRA authorisation. In practice this means anyone in the UK can offer these services, including providers with no legal qualification and no professional regulator.

We choose to have this work carried out by qualified solicitors. Although the SRA does not regulate the activity itself, our solicitors remain personally bound by SRA standards in everything they do for you, including your will, your trusts and your estate planning.

Is Bluebond regulated by the Financial Conduct Authority?

Tax planning, accountancy and legal work are not FCA-regulated activities. The FCA will not grant regulated permissions to any company doing non regulated activities. This is why nearly all law firms, tax advisers and accountants are not FCA regulated. For the same reasons Bluebond is also not FCA regulated.

If your circumstances call for FCA-regulated advice, for example on investments, pensions or insurance products, we refer you to our partner firm of independent financial advisers, Silverwise Limited Trading as Silverwise Retirement Planning who are authorised and regulated by the FCA as part of the In- Partnership Network.

For UK consumers only. Bluebond operates under UK legal and tax frameworks and follows recognized professional conduct standards. Information on this site is general and not personal advice. Personal recommendations are provided after a full review and a signed client agreement. Bluebond provides educational, strategic guidance and implementation of estate and inheritance tax planning only — should any FCA-regulated advice be required, you’ll be referred to our dedicated partner independent financial adviser company. Results referenced on this site are based on Bluebond’s outcomes for clients who fully implement the recommended IHT planning; individual results vary depending on personal circumstances, estate structure, and willingness to implement. This site is for information only and does not constitute personal advice.

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