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

Legal insights and thought leadership

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Recognition of our work

Hear what our clients say about us

Tom Williams at HCR Law successfully contested the contract and negotiated an excellent outcome.

Client testimonial Dispute Resolution

Tahlia is acting for us in relation to a £7 million claim. She is guiding us through the litigation process brilliantly and is adept, well-connected and an excellent communicator.

The claim is technically complex, and Tahlia’s immense knowledge and experience makes navigating the difficult landscape of litigation much easier.

She has been great at helping us navigate some significant challenges that have arisen, is organised and keeps a keen eye on costs.

Client Claim in the Technology and Construction court

It was a tough time for the business, having to deal with this dispute in the middle of a pandemic, but with the assistance of Harrison Clark Rickerbys, it was a great relief that a resolution was eventually reached at mediation. Now the business can look forward to the future with a fresh start.

We found Steve Murray to be very professional and focused on the real issues of the dispute and not distracted by anything not relevant. Steve was able to appreciate and understand the many challenging issues that a family business has.

At times it was getting difficult for us to deal with all the bogus accusations, but each time I discussed anything with Steve over the phone, I always felt more positive, which was a great help. I would not hesitate to highly recommend Steve and his team for any dispute that cannot be easily resolved.

Client Family business in Gloucestershire

Simon managed an extremely difficult and acrimonious dispute with my former partner over a period of several years. Throughout this time he was extraordinarily pro-active and supportive whilst acting as a much needed, and very effective conduit, or barrier, between myself and the third party.

His advice was clear and first-class, and without his guidance throughout the case I have no doubt that the outcome would have been very different. Communication was excellent at all times, and he responded almost immediately to any queries I raised.

I feel very fortunate to have been represented by Simon, and I am extremely grateful to him for his time, patience and wisdom. I have recommended him to a number of clients and colleagues, and shall continue to do so.

Client Successful dispute over property and finances

I am extremely appreciative of the outstanding legal representation provided by Claire. Her expertise in handling my professional negligence matter was evident throughout the entire process. Not only was she highly professional and knowledgeable, but she was also very kind and understanding. She skilfully navigated the complexities of the case, always keeping me informed and addressing my concerns.

What impresses me the most was her honesty and level-headedness – she never made unrealistic promises, but instead provided a clear and accurate assessment of the situation and was careful to manage expectations. Her unwavering support and genuine care made a difficult time much more manageable. I wholeheartedly recommend her to anyone seeking legal representation.

Client Professional Negligence Claim

We worked with Claire on a complicated family company dispute where, at times, emotions ran high.

Claire took the time to understand our needs and worked closely and diligently with us, and a suitable settlement was reached.

Throughout the case, Claire was professional and proficient and always took the time to explain each step in lay language, which meant we always felt a part of the process.

Claire is an excellent solicitor with brilliant interpersonal skills and empathy. I would highly recommend her to anyone who requires and experienced dispute lawyer.

Client Dispute within a family run business

Over the last year or so, we have instructed Elizabeth Beatty to act for us on several complex litigation matters. She has provided an outstanding service. She is proactive, responsive, and technically gifted. The support given to us has been exemplary.

We have benefitted greatly from her knowledge, expertise, commerciality and overall understanding of our business and its objectives. We have been very happy with our experiences with HCR in general and Elizabeth in particular.

Tim O'Gorman – General Counsel and Company Secretary Halfords Group Plc

We have been blessed by the guidance of Simon during a very difficult and lengthy dispute with a former client.

Simon was able to give our company the strength and direction we needed to be able to not only stand up for ourselves but also develop an extremely strong strategy. Not only is Simon readily available and willing ….Simon’s guidance and intelligence have been invaluable.

 

Client Company Dispute

Over a week now since my story with you has been finalised, and with that I would like to say how amazing you were. HCR are very lucky to have you.

Your professionalism was outstanding, your ability to recall vital information, and depth of knowledge to my case was exemplary.

I cannot speak highly enough of you, and of course your paralegal, Simona, who quietly also knew everything. Enormous thanks for getting me through my story.

Client Professional Negligence Dispute

Your service was just what was needed to solve this matter. I would always be very happy to use your services again if ever needed. Thanks again.

Client Dispute at livery yard

I would like to reiterate my gratitude for all your help and guidance. It’s been a real weight off having you handle the situation, and the professionalism and efficiency of service has been exceptional.

Client Dispute between equestrian practice owners

I am so grateful to you for representing us, and for being a powerful advocate for me throughout these difficult times. Thank you so much for your passionate, thoughtful and brilliant work.

Jacqueline Bailey Director and Manager of Airthrie Homes

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