Family Investment Companies
Family Investment Companies
A Family Investment Company (FIC) can be owned by your family or a trust.
We use them 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 ACA 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)
- Advises owner-managed businesses, personal tax and trust clients.
- Works with our tax and accounts departments in an advisory role.
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.
Peter Briant CTA
Tax Manager
- Chartered Tax Advisor with 20 years experience.
- HM Revenue and Customs (HMRC) Inspector of Taxes.
- Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
- Represented HMRC in discussions with foreign fiscal tax authorities.
Next Step
Contact us for more details on setting up and managing your Family Investment Company. You’ll be pleased you did.