Family Investment Companies - How to Navigate the Anti-Avoidance Minefield

Introduction

Family Investment Companies (‘FICs’) have become a staple offering to clients for their estate planning needs.

This webinar will look at the minefield of anti-avoidance legislation that you must consider when establishing and/or running a FIC, including the settlements legislation and transactions in securities.

The webinar will also investigate the common problems faced and explore the ways to structure a FIC to ensure your clients are not caught out by the minefield.

What You Will Learn

This webinar will cover the following:

• How are FICs used and typical structures
• Options for funding a FIC, including the use of loans
• How can the settlements legislation and transactions in securities apply to a FIC
• How to structure a FIC and document loans to ensure you are not caught out by anti-avoidance legislation

This webinar was recorded on 20th April 2023