Trusts & Family Investment Companies (FICs) for HNW Clients
Secure Assets. Maintain Control. Pass on Wealth with Precision.
Trusts and Family Investment Companies (FICs) are legal and financial structures designed to hold, protect, and transfer wealth efficiently across generations.
⦁ Trusts are long-established tools used to ringfence assets for beneficiaries while allowing flexible control over how and when wealth is distributed.
⦁ Family Investment Companies are private limited companies structured to manage family assets, allowing founders to retain control while gradually transferring value to future generations in a tax-efficient manner.
Both are powerful estate planning vehicles when used correctly, especially for high-net-worth families and both owners with complex needs.
Who Needs These Structures?
Trusts and FICs are ideal for:
⦁ High-net-worth individuals with estates exceeding £2 million.
⦁ Business owners planning long-term asset protection.
⦁ Families seeking control and flexibility in wealth distribution.
⦁ Clients concerned about divorce, care fees, or generational tax erosion.
⦁ Those wanting to mitigate inheritance tax and maintain family governance.
Without proper structures, family wealth can quickly erode, often through taxation, divorce, litigation, or poor succession planning. Trusts and FICs offer a legally compliant way to:
Why Work with Wills, Tax & Trusts Ltd?
At Wills, Tax & Trusts Ltd, we bring technical precision and a collaborative approach to building trusts and FICs for your clients.
We work exclusively with accountants, offering seamless behind-the-scenes support that protects your client relationships while delivering robust planning outcomes.
Whether your client is passing on a business, managing significant property wealth, or looking to secure long-term control over family assets, we'll structure a compliant, forward-thinking solution tailored to their goals.
From trust creation and HMRC registration to FIC structuring and long-term governance planning, or expertise ensures every plan is watertight, tax-efficient, and aligned with your client's values.
Benefits of Our Trust & FIC Services
