Family Investment Companies - Succession Planning

OBJECTIVES

To obtain a good understanding of the potential tax planning opportunities available with family investment companies (FICs).

To review current trends in FICs: does a partnership provide better flexibility? What are the issues with family investment partnerships? What are HMRC’s views?

To consider the wider options for succession planning for families and business owners.

KEY TOPICS

• Advantages and uses of a family investment company (FIC)
• Comparison with a FIC and a partnership as a structure
• Review of key succession issues
• Focus on the basics of design and implementation
• Review pitfalls, planning points and risks

WHO SHOULD ATTEND

Accountants and adviser who are interested in adding value to their owner managed company clients.