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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
      • Getting Started
        • What is tax planning – the essentials
        • SSAS Pensions Simplified
        • Family Investment Companies Simplified
        • What is a SSAS?
        • How do I set up a SSAS?
        • Am I eligible for a SSAS?
        • What can I invest in?
        • How does a Family Investment Company work?
        • Corporation Tax
        • Business Property Relief
      • Services
        • Book a call
        • Our Expertise
        • Impartial SSAS Advice
        • Helping you find the right provider
        • Your SSAS journey
        • I want to set up a SSAS
        • Lifetime Business Tax Plans
        • Key pillars of the Family Investment Company
        • FIC Suitability Test
      • Resources
        • Business Loan Calculator
        • FAQs
        • Rules and Regulations
        • Guides
        • Fact Sheets
        • Fact Files
        • SSAS Case Studies
        • FIC Case Studies
        • Insights
        • Glossary
      • Why TLPI?
        • About
        • Meet the team
        • Reviews
        • Contact Us
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