1
Type
Speaker
CPD Hours Level
Seminar 3 IntermediateInformation
Accreditation Information
SRA Competency B
VIEW FEEDBACK
'Very good presenter, can't improve on perfection.'
Mr Longley, Prager Metis LLP, London

Introduction

Since the changes to the taxation of trusts in 2006, the popularity of using family investment companies to grow and manage wealth for private individuals has increased significantly. But the type of structures being adopted can vary widely, as can the objectives of the planning.

This half-day course is designed for professional advisors who want to understand how a corporate structure can assist especially with estate planning; helping families to create a structure that will preserve and grow capital and provide financial support for several generations. This course will cover a wide range of topics, including tax issues, company law matters and corporate governance to give a practical guide and overview of the relevant issues.

What You Will Learn

This course will cover the following:

  • What is a family investment company
  • Different structures, personal investment companies and hybrid planning
  • Tax implications and traps
  • Different types of company
  • Structuring share capital
  • How to manage control
  • Controlling share transfers
  • Asset protection
  • How to design a structure

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Seminar | 18.11.2019

Manchester | 2:00pm - 5:15pm


Understanding Family Investment Companies in Estate Planning

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Nov
18
2019
Manchester
2:00pm - 5:15pm
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Seminar | 02.12.2019

Cambridge | 2:00pm - 5:15pm


Understanding Family Investment Companies in Estate Planning

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Dec
2
2019
Cambridge
2:00pm - 5:15pm
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Seminar | 15.09.2020

London | 2:00pm - 5:15pm


Understanding Family Investment Companies in Estate Planning

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Sep
15
2020
London
2:00pm - 5:15pm
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Seminar | 13.10.2020

Bristol | 2:00pm - 5:15pm


Understanding Family Investment Companies in Estate Planning

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Oct
13
2020
Bristol
2:00pm - 5:15pm
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Seminar | 29.10.2020

Birmingham | 2:00pm - 5:15pm


Understanding Family Investment Companies in Estate Planning

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Oct
29
2020
Birmingham
2:00pm - 5:15pm
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Seminar | 05.11.2020

Leeds | 2:00pm - 5:15pm


Understanding Family Investment Companies in Estate Planning

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Nov
5
2020
Leeds
2:00pm - 5:15pm
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Prices (ex VAT)
Smart
Plan Information
£108
Season
Ticket Information
£120
Standard
£240
Group bookings
Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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