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Resources from ASWATAX19 case studies8 episodes21 videos175 articles

Proof first: real client situations and how they were solved. Then the talkinTAX conversations, quick videos, free guides and tools.

10 results on family investment companies

01

Case studies 1

Real client situations and how we solved them.

  1. Case 02 · Family Investment CompaniesCase Study: A £4m Property Portfolio Incorporated and Placed Inside a Blended Family Investment CompanyOur clients were a married couple who ran a full-time property business and, alongside it, a small separate business. Their portfolio held 18 properties worth around £4m, with no borrowing against any of them. It was mad5 min read
06

Articles 8

The latest from the journal, written by Omar Aswat CTA.

See 8 in the journal →
  1. Family Investment CompaniesFICs and the April 2026 Business Relief Changes: What Applies to YouBusiness Relief now has a cap. Here is which of the 6 April 2026 changes touch a Family Investment Company, and which do not.14 Oct 2026 · 5 min read
  2. Family Investment CompaniesFive Mistakes to Avoid When Setting Up a Family Investment CompanyCash gifts to the company, shares for under-18s, retained benefits, the corporation tax rate and weak governance: five FIC errors and how to avoid them.14 Oct 2026 · 5 min read
  3. Family Investment CompaniesFunding a Family Investment Company with a Loan: How It WorksLending to your Family Investment Company gives you a way back to your money. What repayments are, what stays in your estate, and the traps to avoid.14 Oct 2026 · 5 min read
  4. Family Investment CompaniesPensions in Your Estate from April 2027: Where a FIC May FitMost unused pension funds will count for inheritance tax from 6 April 2027. What changes, what a Family Investment Company can and cannot do, and who it suits.14 Oct 2026 · 5 min read
  5. Family Investment CompaniesMastering FIC Taxation for Wealth PreservationIntroduction to Family Investment Companies (FICs) Family Investment Companies (FICs) tax implications are vital for wealthy families aiming to manage…3 Apr 2025 · 6 min read
  6. Family Investment CompaniesTrusts vs Family Investment Companies: Which Is Right for You?Deciding between Trusts and Family Investment Companies (FICs) is essential for effective estate planning. Discover the differences in control, taxation, and asset…20 Jan 2025 · 6 min read
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Tools 1

Run the numbers yourself before you call.

  1. Inheritance Tax CalculatorSee your estate's likely IHT bill and what planning could save.Try it on Private Families
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