How is a FIC managed on an ongoing basis?


Ongoing management of a Family Investment Company typically includes accounts and corporation tax support for the company, together with regular investment reviews. Advice may also be needed on capital and income extraction, Trust management and distributions to beneficiaries. Families may require support with the accrual or payment of interest, borrowing and loan assignments, as well as personal tax advice for shareholders. In some cases, broader family office support may also be appropriate.