Family investment companies

We offer unrivalled experience. Our lawyers have established many family investment companies and our clients have invested more the £150million in them.

We have in-depth and specialist experience in setting up family investment companies. A few examples of our work include:

• Setting up our first family investment company in 2009. It now has a wide range of assets including property interests, unquoted trading company shares and a portfolio of equity investments. Total assets today exceed over £50million.
• Advising a family on transferring a valuable collection of classic cars into a family investment company structure. We enabled ownership to be distributed among the next generation, while allowing our client to retain complete control over the collection.
• Assisting one of our family investment companies to acquire valuable trading company shares from a family trust for an issue of new shares without incurring any capital gains tax. Dividends from the trading company are now being accumulated tax-free within the family investment company.
• Providing the perfect vehicle, through a family investment company, for a non-UK resident to transfer an investment property before returning to the UK, tax efficiently. 
• Assisting a sperm donor who wished to provide for the children he helped create pass on wealth in a controlled way through a family investment company.

We act for a wide range of clients across a range of key sectors. Our clients include wealthy families and individuals, business people and landowners both in the UK and overseas.