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

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

HCR are the ‘go to’ experts for all education, employment, contract, commercial and international advice. Having engaged several different firms over many years, we are now firmly committed to working exclusively with the team from HCR. They are highly responsive, pragmatic, appreciate the nuances of complex cases and provide us with excellence advice. They are an impressive team who go out of their way to understand the needs of the client whilst providing impartial and objective advice. The Head of the Education Team, Kristine Scott is phenomenal, but she has also built an impressive team who we trust implicitly.

Education team testimonial

What you get from Catherine [Ball] is no-fuss and well thought-out advice. You always know that she is on top of all the detail. She is a comforting person to have around.

Chambers High Net Worth – Catherine Ball

Katherine [Hague] helps her clients to good outcomes, and doesn’t just leave them to decide what option to choose, but is involved in the process to get to the best solutions.

Chambers High Net Worth – Katherine Hague

Bernadette [O’Reilly] is an extremely talented private client practitioner. She has the ability to break down complex matters into an easy, digestible and understandable form, for other professionals and clients. She takes the time to fully understand the client background and be mindful of the care and empathy required in working with each individual client and their advisers.

Chambers High Net Worth – Bernadette O’Reilly

Sam is great at building relationships, has a strong knowledge of the marketplace and will make introductions to relevant third parties. He is proactive and very commercial, coming up with suggestions and solutions that we hadn’t thought of. Sam doesn’t just focus on the legal documentation, but also uses his mind to find ways forward. He is very down to earth and is never difficult to get hold of. Sam offers a genuine, partner-led approach.

Jo Power FRP (previously ExWorks)

The firm now combines outstanding individuals with a very good team and departmental approach. Clients therefore benefit from seamless overall advice which is particularly important when looking at tax, estates and succession planning matters.

Legal 500 2024 – Private Client

The core ethos of the practice is working closely with all aspects of their clients’ business and private affairs, to provide a continuity of advice across generations.

Legal 500 2024 – Private Client

A key aspect of HCR Hewitsons is the strong inter-departmental approach which is so important when looking at strategic issues and succession planning, not to mention tax and structure planning generally. Katherine Hague is brilliant – she combines outstanding advice with exceptional and succinct clarity.

Legal 500 2024 – Katherine Hague

This is the best news, thank you so much. Deanne, you have been wonderful throughout and especially helping me with my serious upset and frantic feelings, you have gone above and beyond anything expected.

I am so grateful for all your kindness throughout this whole process.

Client Winding up petition

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