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Family Investment Companies: how they can support long-term tax-efficient planning

Last Updated: June 2, 2026

Family Investment Companies (FICs) have become an increasingly popular option for ultra-high net worth families who want a structured, flexible way to pass on wealth while keeping control over how it’s managed. As more people look for long-term, tax‑efficient ways to plan for the future, FICs offer an approach that sits between personal investing and traditional trusts. But what exactly are they, and who might they be right for?

  • Tax Planning
  • Tax
  • Financial Planning
  • Private Office
Articles

UK business owners are moving abroad – what this means for long‑term tax and financial planning

Last Updated: June 2, 2026

More entrepreneurs are choosing to live and work across borders. New analysis commissioned by Rathbones shows that almost 6,000 high‑growth business owners left the UK between January 2024 and January 2026. It’s a striking change, and one that reflects how global and mobile modern business owners have become.

  • Tax Planning
  • Tax
  • Financial Planning
  • Business Owner
  • Business Owners
  • Entrepreneur
  • Entrepreneurs
  • Edinburgh Business Stories
  • Private Office
Articles

Aligning responsible investment with purpose and mission

Last Updated: June 2, 2026

A strong responsible investment framework for charities balances mission, risk and return. It goes beyond simple exclusions, using Environmental, Social and Governance (ESG) integration, stewardship and clear prioritisation to align investments with purpose. The most effective approaches are evidence-based, proportionate and transparent, helping trustees demonstrate progress while maintaining long-term financial outcomes.

  • ESG
  • Charities
  • Insights For Charity
  • Responsible Investing