Family Investment Company - IHT Planning

By Steve Crompton

Partner – Head of Tax



Family Investment Company could be a great solution for individuals who hold cash in excess of £1 million which is currently exposed to 40% IHT. Read our guide to find out why you should consider a Family Investment Company and what the potential benefits could be.

With careful structuring, it may be possible to make IHT efficient gifts to family members whilst retaining control over investment strategy. It is often this loss of control, which deters individuals from gifting large amounts to the next generation.

Read our handy guide to find out more, including the potential benefits.