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Using Family Investment Companies in Estate Planning - An Essential Guide

Using Family Investment Companies in Estate Planning - An Essential Guide

Select a date

22 Jul 2024 - Leeds
9 Oct 2024 - Manchester
24 Oct 2024 - Bristol
27 Nov 2024 - London
28 Nov 2024 - Birmingham

Session

22 Jul 2024

10:00 AM ‐ 4:30 PM

Session

9 Oct 2024

10:00 AM ‐ 4:30 PM

Session

24 Oct 2024

10:00 AM ‐ 4:30 PM

Session

27 Nov 2024

10:00 AM ‐ 4:30 PM

Session

28 Nov 2024

10:00 AM ‐ 4:30 PM

With a SmartPlan £486

With a Season Ticket £540

Standard price £720

All prices exclude VAT
Level
Intermediate: Requires some prior subject knowledge
CPD
5 hours
Can't make the date?
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

Over the last decade family investment companies have become a regular feature in any estate planning strategy especially since HMRC have declared they are now ‘business as usual’.

Demand from clients is therefore increasing with frequent enquiries about how they can help with estate planning if it is possible to create them with existing assets and how can you convert an existing company.

This full-day in-person course is designed for professional advisors who want to understand family investment companies and how they can help in a variety of situations.

It will explore every aspect of a family investment company structure and how they are used for estate planning purposes.

What You Will Learn

This course will cover the following:

  • The history of FICs and the role they play in estate planning
  • Different approaches to structuring a FIC
  • Converting existing companies into a FIC
  • Managing control and governance issues
  • How to structure share capital
  • Options for funding
  • Tax treatment and anti-avoidance rules
  • Interaction with trusts
  • How FICs can protect family wealth
  • Protecting privacy

Using Family Investment Companies in Estate Planning - An Essential Guide