Family Investment Companies

Family Investment Companies: A Smart Strategy for Wealth & IHT Planning

Posted by

AES Adviser

July 9, 2025

Article by Russell Hammond FPFS FCSI - Chartered Financial Planner & Chartered Investment Adviser Fellow of the Chartered Insurance Institute & Chartered Institute of Securities & Investment If you're considering a Family Investment Company to optimise Inheritance Tax planning or enhance your multi-generational wealth transfer strategy, please get in touch for...

Family Investment Companies

How Do I Set Up a Family Investment Company?

Posted by

AES Adviser

June 17, 2025

If you're considering a Family Investment Company to optimise Inheritance Tax planning or enhance your multi-generational wealth transfer strategy, please get in touch for a free initial consultation. We'll help you explore your options and determine the best approach for your needs. Introduction In today's financial landscape, securing your family's future...

Family Investment Companies, FIC

Family Investment Company Guide 2025 – Download Your Copy Today

Posted by

AES Adviser

February 26, 2025

If you're considering a Family Investment Company to optimise Inheritance Tax planning or enhance your multi-generational wealth transfer strategy, please get in touch for a free initial consultation. We'll help you explore your options and determine the best approach for your needs. Are you seeking a strategic approach to safeguarding your...

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The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and Qualified by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and Qualified by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and Qualified by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

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Family Investment Companies