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    Family Investment Company Case Studies
    8 August 2023

    Case Study – FIC – Vip Varsani

    Family Investment Company Case Studies: Vip Varsani Vip owns a public sector business that deals…
    Natalie Bertram
    Love0
    Family Investment Company
    Family Investment Company Case Studies
    24 July 2023

    Case Study – FIC – Jacob and Julie Rundle

    Case Study: Jacob & Julie Rundle The following case study illustrates the utilisation of a…
    Natalie Bertram
    Love0
    FIC ring fencing assets vase study robert sidebottom
    Family Investment Company Case Studies
    24 July 2023

    Case Study – Ring fence assets via FIC – Robert Sidebottom

    Ring fence assets via the FIC. Case Study: Robert Sidebottom The following Family Investment Company…
    Natalie Bertram
    Love0
    Sandra Daniells
    Family Investment Company Case Studies
    21 July 2023

    Case Study – FIC – Sandra Daniells

    Case Study: Sandra Daniells The following case study illustrates the utilisation of a Family Investment…
    Natalie Bertram
    Love0

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    Trident House
    Trident Business Park
    Didcot
    OX11 7HJ

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    © 2025 TLPI. TLPI is a trading style of Holtram TLPI Ltd, a company registered in England and Wales with company no. 12775174. Holtram TLPI Ltd is registered with HMRC to form trusts, companies and to administer pensions. Holtram TLPI Ltd, Trident House, Trident Business Park, Didcot, Oxfordshire, OX11 7HJ.

      MENUMENU
      • Home
      • Products
            • Small Self-Administered Scheme (SSAS)
              • What is a SSAS Pension
                • How to set up a SSAS pension
                • SSAS Pensions Simplified
                • Loanback Funding Calculator
                • Combining/pooling pensions
                • What if a SSAS member dies?
              • SSAS Eligibility Test
              • The Business SSAS
              • The Family SSAS
              • SSAS regulation
            • Family Investment Company (FIC)
              • What is a FIC?
                • How does a Family Investment Company work?
                • Key pillars to the Family Investment Company
                • 5 Mins FIC Guide flipbook
              • FIC Suitability Test
            • Lifetime Business Tax Plan (LBTP)
              • Lifetime Business Tax Plans
              • LBTP Guide flipbook
      • Tax Planning
            • Creating robust tax-relief solutions
              • Corporation Tax
              • Inheritance Tax
              • What is tax planning – the essentials
              • How much could you save? - Tax Gap Analysis test
      • Strategy
            • Innovative strategies for business owners and their families
              • Property
                • Can a SSAS Pension buy residential property?
                • Commercial
                • Property loans
                • Investing in property
              • Business loans
                • SSAS Loanback and Funding Calculator
                • What can a SSAS pension invest in?
                • Director’s Pension Loans
      • Resources
            • Tailoring bespoke solutions for business owners
              • Insights
              • Guides
              • Fact Sheets
              • Fact Files
              • FAQs
              • Case Studies
                • SSAS
                • FIC
      • Why TLPI
            • Helping business owners since 2004
              • About
              • Meet the Team
              • Reviews
              • Contact Us
            • Working together towards success
              • Finding the right provider
              • Impartial SSAS advice
              • Free 15-minute consultation
              • Rules & Regulations
              • Glossary