Using Family Investment Companies in Estate Planning - An Essential Guide

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