Family Investment Companies

Setting up family investment companies requires a specialist cross-disciplinary legal team with extensive private client and corporate expertise to ensure the right structures are put in place. Our team will work with you and your tax advisers to ensure the company is created to effectively protect and manage your wealth for the next generation.

Meet the team

Introduction to family investment companies

A family investment company can be a tax-efficient and practical way to manage the succession of your assets. You should think of it as a long-term estate planning strategy – at least seven years for inheritance tax purposes but more likely 15 to 20 years.

As the name suggests, a family investment company involves setting up a company and funding that company, either by loans or subscribing for shares (and often a mixture of both). Often as the founder of the company, you will remain as a director, controlling the day to day management of the company. You create different classes of shares and can allocate these to different family members or family trusts. Each share class can have different rights and the shareholders can benefit in different ways, allowing you to tailor your approach to suit your family. Bespoke articles of association and shareholders’ agreements can provide further asset protection and control as required.

What we do

We will start by establishing the fundamentals of your situation to confirm that a family investment company is the right route for you to take. If suitable, we will tailor the corporate structure and funding arrangements to suit your needs and objectives.

Your matter will be principally handled by our private client team and you will have a single point of contact throughout. However, a family investment company also requires the input of corporate legal experts and we will draw on the services of our corporate team as required. We will also liaise closely with your accountant or financial advisor, who in many cases will have been the person who referred you to us.

Once the family investment company has been established, we will stay in regular contact and advise you if there are any changes in the legal or tax landscape that could affect the purpose of your arrangements.

Solicitor talking to two clients sitting opposite to him on a table

Our clients

A family investment company is often suitable for those with a history of running companies, whose priorities are to retain control over the use of the company assets but pass on wealth to the next generation. They can be very effect if you have children or grandchildren who are not yet ready to manage significant wealth themselves, but who you would like to be able to benefit and who may become more involved in the running of the company in the future.

A guide to family investment companies

Our Private Wealth sector

Clients who have built a significant assets base may face a complex legal and tax landscape. Our experts, who cover a range of legal disciplines, are on hand to provide specialist legal guidance and support to help individuals, their families, trustees and family offices.

Services from our Private Wealth team
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Recognition of our work

Hear what our clients say about us

Many thanks, once again for both your hard work in this matter. I consider myself very lucky to have both of you acting for myself and family, I do not take this for granted what you both have done and continue to do.

Farming and Development Client Testimonial

I have worked with Sam now on many turnaround assignments over the last 15 years. I have always found him to be extremely focused and user-friendly with an innate ability to engage successfully with all key stakeholders. I have worked particularly closely with Sam on mid-market manufacturing and retail assignments, as well as large national charities. I would always recommend Sam to directors who need expert legal assistance in navigating difficult times and support with engagement with all stakeholders as they drive towards a successful turnaround.

Dr Mark Taylor Bluesky Associates Turnaround & Transformation Advisory LLP

Thank you for the wonderful service that your firm has provided us.

Client Testimonial Shri Guru Ravidass Cultural Association

One CIC are grateful for the diligent and responsive approach taken by Syed Alam and the HCR Real Estate Healthcare team to ensure this assignment was handled in an efficient and timely manner.

Client Testimonial Supported living and specialist supported housing

Thank you so, so much to you and the team for completing this acquisition for us. It’s been such a surreal day and we really cannot thank you enough.

You have all truly made our dreams come true and we really cannot wait to work with you all again on the next project when that time comes. I have learned so much from you all, and it has put me in good stead going forward. We really could not have wished for a better solicitor team to have on our side.

Client Testimonial Supported living and specialist supported housing

The team at HCR have been close partners of Alina Homecare as we have grown from start up to become a multi-branch care organisation. They have provided timely, practical legal advice which has facilitated our strong growth over the last five years.

Client Testimonial Supported living and specialist supported housing

We have worked with the HCR team a good deal and have always found them extremely responsive and professional – this acquisition was no exception and we are looking forward to being able to extend our care provision and supplement existing services to residents and users.

Client Testimonial Supported living and specialist supported housing

A hands-on team, offering concise and commercial advice that is appropriate for the circumstances. Well-established client relationships with a reputation for offering a personal service at reasonable cost.

Client quote, Legal 500 2024 Supported living and specialist supported housing

We have a strong relationship with HCR and have welcomed the opportunity to broaden our portfolio, supporting more people with a home for life.

Client Testimonial Supported living and specialist supported housing

Lucy has recently drawn up LPAs and wills on behalf of me and my wife Joy.

Throughout she was extremely professional, very personable and explained the unfamiliar complexities of legal jargon in layman’s language, crafted in our best interest.

Lucy is a first class ambassador for your firm and henceforth our default setting for legal assistance. Thank you.

Client Testimonial LPA and Will Drafting

Georgia has been nothing shy of brilliant in terms of keeping me and my brother up to date with all matters – responding efficiently and providing guidance. The work needed to be exceptional and completed professionally and with pace. Georgia delivered that and more.

I value her expertise, she is an asset to the firm and one I will keep in mind for future opportunities.

Client Probate and Land Registry Updates

Nicola has a lot of knowledge in the crypto market.

Chambers and Partners UK Guide 2024

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