Featured articles
Family Investment Company (FIC) - A Complete Guide
How to use a Family Investment Company to eliminate inheritance tax, and reduce personal income & capital gains tax by using a combination of personal and corporate tax reliefs.
Farm Inheritance Tax Guide
Inheritance Tax (IHT) is a major concern for farmers across the UK. Unlike many other businesses, farming often involves valuable land and assets that have been passed down through generations.
Case Study: How the Patels Transformed a £15m Business into a Tax-Efficient Family Wealth Engine
With succession on the horizon, our client needed a strategy that would minimise tax burdens and preserve their family's wealth for generations. Discover how we helped them!
Case Study: How a Family Investment Company Can Be of Benefit
Mr and Mrs Hughes have successfully run a marketing company together for over 10 years and are now looking to sell part of the business. Read this case study to see how a Family Investment Company helped them.
Case study: FIC setup for a working family farm worth circa £3m
Before the Autumn 2024 Budget this family farm was exempt from inheritance tax (IHT) due to 100% Agricultural Property Relief (APR). Read their case study to find out more.
Case study: How a Family Investment Company benefited the owner of a Plumbing company
See how the tax relief and exemptions available to a Family Investment Company helped one of our clients keep control of more of their wealth.
CGT Rules & Exemptions for Selling Furnished Holiday Lets (FHL)
Selling a Furnished Holiday Let (FHL)? Understanding Capital Gains Tax (CGT) rules and exemptions can help you reduce liabilities and maximise profits.
How to Control Everything but Own Nothing
Learn how to protect assets from liabilities, minimise taxes, and ensure smooth succession planning.
What is a Succession Plan?
Succession planning is particularly important for family businesses, wealth management, and estate planning, as it helps avoid disruptions, maintain stability, and preserve the family legacy or business.
What is an Employee Benefit Trust (EBT)?
An Employee Benefit Trust (EBT) is a trust set up by a company to hold assets—typically shares or cash—for the benefit of its employees. It is often used to facilitate employee share schemes, bonuses, and long-term incentive plans (LTIPs).
What is Estate Planning?
Estate planning is the process of organising and managing a person’s assets and affairs to ensure their wishes are fulfilled after their death and to minimise potential challenges for heirs. Read our article to find out more!