Family investment company services

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Family investment company services

Grow wealth through FICs

Family Investment Companies (FICs) allow families to grow wealth at corporation-tax rates while retaining control through bespoke share classes. Imperium can help design, form, and administer FICs, aligning articles of association and shareholder agreements to multi-generational objectives. We can model dividend policies, loan relationships, and exit strategies, illustrating how profits compound compared with trusts or personal ownership.

Post-incorporation, our service includes bookkeeping, management accounts, and corporation tax computations. We can liaise with investment managers, monitor distribution policies, and brief family councils on reserves, valuations, and inheritance tax exposure. If circumstances change, we can advise on share reclassification, buybacks, or winding up, preserving both value and family harmony.

Imperium: your family’s ally

A FIC lets parents retain control while children share in growth.

Typical client scenarios

High-net-worth families using a FIC rather than a trust providing a corporation-tax-efficient structure.
Parents gifting growth shares to children while retaining voting control.
Entrepreneurs reinvesting exit proceeds through a long-term family vehicle.

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Frequently asked questions

What is a Family Investment Company?

A private company limited by shares, usually with parents as directors and children as non-voting shareholders. It can invest surplus family capital, and provides flexible dividend control.

How are FIC profits taxed personally?

Shareholders usually pay income tax only when dividends are declared. This allows profits to roll up at lower corporate rates until funds are needed.

Can a FIC hold property?

Yes. We structure SPVs under the FIC or direct ownership, model ATED exposure, and manage stamp duty land tax implications.

How is control preserved?

Alphabet, growth, or freezer share classes allow voting-control retention by founders while passing economic growth to the next generation.

What records are required?

Statutory registers, board minutes, and annual accounts. Imperium maintains these and files confirmation statements and corporation tax returns.

Can a FIC be unwound?

Yes, via liquidation or share redemption. We can calculate CGT, distribution taxes, and potential IHT charges, advising on the most efficient route.

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