Family Investment Companies: A Smarter Way to Structure Wealth

Join us for an exclusive session led by experts from Thickbroom Accountancy, exploring how Family Investment Companies (FICs) can be a powerful tool for managing family wealth, succession planning, and inheritance tax mitigation.

Whether you're a high-net-worth individual or a professional advising families on estate planning, this talk will provide valuable insights into how FICs offer a flexible and tax-efficient alternative to traditional trusts.

You will learn what Family Investment Companies are and how they work. The Key benefits of FICs over discretionary trusts, and how FICs can be tailored to meet your family’s financial goals. You'll see Real-world examples and strategic insights from experienced tax professionals.

📍 Location: Arise Innovation Hub, Chelmsford

📅 Date & Time: Friday 14 November, 10am - 12

🎟️ Limited to 10 attendees – register early to secure your place!

“We’re excited to be speaking about Family Investment Companies and how they can help families take control of their wealth and succession planning. FICs offer a practical and tax-efficient alternative to trusts, and we’re looking forward to sharing how they can be tailored to meet the needs of high-net-worth individuals.”Chelsie Aylott, Thickbroom Accountancy

Meet the Speakers

Joseph Illes FCA: Managing Director at Thickbroom AccountancyWith over two decades of experience, Joseph specialises in tax planning and business strategy for clients ranging from sole traders to multi-million-pound enterprises.

Chelsie Aylott: Tax Manager at Thickbroom AccountancyChelsie brings deep expertise in personal and corporate tax planning, helping clients navigate complex structures and achieve long-term financial success.

Who Should Attend?

• High-net-worth individuals

• Family office representatives

• Estate planning professionals

• Anyone interested in wealth preservation and succession planning

🌐 Learn more: www.thickbroom.co.uk

Reserve Your Spot

Spaces are limited to just 10 attendees to ensure a focused and interactive session. If demand exceeds capacity, additional sessions may be scheduled.

👉 Register now to secure your place!

With offices in Hertfordshire, Essex, and London, Thickbroom Accountancy has been delivering trusted financial advice for over 60 years. Our team is known for its personal service, attention to detail, and strategic insight across tax, finance, and business development.

Arise is an Innovation Hub for businesses specialising in the Health, Performance and Wellbeing sectors, and is part of Anglia Ruskin University (ARU). With Hubs strategically located in Chelmsford and Harlow, members can enjoy tailored business support, including access to grant funding, networking opportunities and serviced office facilities.

Arise is supported by the expertise and resources of ARU, providing skills, talent, innovation and business support. Arise is a partnership between ARU and Essex County Council with support from Chelmsford City Council and Harlow Council. This partnership aims to promote business growth in Essex.

Arise BOOST is Arise Innovation Hub’s rolling business support. All businesses and innovators are welcome. You do not need to be an Arise Member and there is no commitment or requirement to attend multiple events or in any order.

This event provides support to small businesses seeking Funding, Finance, tax and grants.