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Many private sector businesses are family-owned and managed by first generation founders. As these businesses mature and grow, there is an increasing need to protect not only the core business assets, but the family’s personal assets as well.

“Succession planning and wealth distribution, in what can be a highly complex family structure, is incredibly important when it comes to planning and preparing for the future,” says Granville Turner, Director at Company Formation Specialists, Turner Little.

“Family investment companies are an alternative to trusts when it comes to wealth, estate and succession planning. They are used by families in instances where there is a desire to continue to have control over the family’s wealth protection,” adds Granville.

“It is important to note that family investment companies are different to trusts in that they are controlled by the directors vs trustees, and the value of the entity belongs to the shareholders. It is also possible for the family investment company to be incorporated offshore, with UK directors,

“Of course, offshore trusts and foundations can also be used when it comes to asset protection, and can be used to hold investments, a trading company or group, or overseas property. Offshore trusts also offer inheritance tax protection for non-UK individuals,” he says.

At Turner Little, we have significant experience when it comes to guiding individuals and their families through the complexities of structuring and protecting family wealth. The knowledge and expertise of our specialists, ensures we are able to assist with any enquiries, no matter how complex. To find out more about how we can help you protect your assets and plan for the future, get in touch with us today.

Turner Little and its affiliates do not provide tax, legal or accounting advice. Material on this page has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.