Family Investment Companies – Advanced Planning Series

Date: 28^th February 2023.

Booking Link: https://www.eventbrite.com/e/family-investment-companies-advanced-planning-series-tickets-306336760497

Using Limited Companies/Family Investment Companies (FICs) in Estate Planning: All that you need to know.

This session aims to make what many would believe to be an expensive and complex tax planning tool, less so. We will show you how this tool can be broken down into its integral parts and then put back together to achieve different outcomes for the family.

Agenda:

• An introduction to corporate structures including the use of alphabet shares: Tax saving opportunities not just for the wealthier client.
• The benefits that FICs can bring over the usual trust planning.
• Case studies and examples that allow you to spot potential opportunities.