Setting Up a Family Investment Company
Setting Up a Family Investment Company
Your family or childs trust can own a Family Investment Company (FIC).
We use them as part of our estate planning service to minimise your inheritance tax and enable you to move income between family members’ tax efficiently.
Services we provide to aid the Family Investment Companies include:
Senior Tax Team
J Stuart Thomson MA CA FCT ATT MCSI
Group Managing Director
- Chartered Accountant (Institute of Chartered Accountants of Scotland)
- Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
- FCT – Fellow of the Association of Corporate Treasurers
- MCSI – Member of the Chartered Institute of Securities and Investments
- ATT – Association of Tax Technicians
Karen Stone FCCA
Senior Enquiries Lead – Accountancy and Tax Advisory Services
- Fellow of the Chartered Institute of Certified Accountants (FCCA)
- Member Association of Accounting Technicians (MAAT)
- Extensive knowledge with which to advise owner-managed businesses, personal tax and trust clients.
- Sector experience includes consultancy, agriculture, property ownership/management, construction and training.
Geeta Morgan FCA CTA MSCI Prof. PgDip (GRC)
Audit Director
- As Audit Director, has audited the States of Guernsey and the Guernsey Financial Services Commission.
- FCA – Fellow Chartered Accountant (ICAEW)
- CTA – Chartered Tax Advisor
- MSCI – Member of Chartered Institute for Securities & Investments
- Prof.PgDip (GRC) – Fellow of the International Compliance Association
- Has never lost a client due to work quality or failing to meet expectations.
Ian Dodge ATT
Senior Tax Manager
- Association of Taxation Technicians (ATT)
- Certified in Probate and Estate Administration
- Ian leads our tax advice services.
- Over 20 years of experience, he previously worked for HMRC.
- Provides technical tax support for tax barristers.
Next Step
Contact us for more help setting up a Family Investment Company. You’ll be pleased you did.