Family Investment Companies and the use of Alphabet Shares- Part 2

Part 2 – ‘Family Investment Companies and the use of Alphabet Shares’

Family Investment Companies are growing in popularity and clients are often motivated by different factors, be that Capital Gains Tax, Income Tax or even Inheritance Tax and passing wealth down through the family.

We will discuss the most common three clients we see in our day to day and provide you with the tools to outline and explain the options available to them.

Additionally, we will discuss the important role that a trust can have in this arrangement, an element often ignored by accountants and protection advisers.

Agenda

• Business Owners with minor children (tax-efficient withdrawals from the company)
• ‘Start-up’ Family Investment Companies
• Established Family Investment Companies

Advanced Planning Series

If you have clients with businesses or have come across clients who have referenced the term ‘Family Investment Company’ (FIC) then this is the event is for you.

This event is delivered over two-parts and talks businesses (both new and existing, both trading and investment) and how FIC’s can be structured to provide maximum tax-efficiency and asset protection.

Book here.