A Family Investment Company can be a tax efficient vehicle for high net-worth individuals to preserve and maintain control of assets while being able to share wealth within the family. They are also an effective way of reducing future Inheritance Tax Liability. The event is aimed at professionals in the Wealth Management sector, Estate Planners, Financial Advisors, Accountants, Bank Relationship Managers, High Net Worth Individuals looking to reduce future Inheritance Tax Liability.
There will be a short presentation on estate planning followed by an insight into the little known alternative option of a Family Investment Company, its benefits, structure, tax efficiency, scenarios of when and how you might use this vehicle and an idea of the costs involved where you are cash or asset rich.
Agenda:
12.15pm: Registration
12.30pm Elaine Williams – Introduction and Estate Planning
12.45pm: Stephanie Churchill – Family Investment Companies - Tax
1.10pm: Break for a light lunch
1.40pm: Hannah Scott – Structure of a Family Investment Company
2pm: Elaine Williams – Indication of costs
2.10pm: Questions
2.30pm: Close
Speakers:
Elaine Williams Solicitor and Private Client Specialist of Waldrons Solicitors
Hannah Scott Solicitor and Corporate Specialist of Waldrons Solicitors
Stephanie Churchill of Churchill Taxation