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November: Advanced Planning: Clients with Business Assets pt2 - Family Investment Companies and the use of Alphabet Shares

November: Advanced Planning: Clients with Business Assets pt2 - Family Investment Companies and the use of Alphabet Shares

Family Investment Companies are growing in popularity and clients are often motivated by different factors, be that Capital Gains Tax, Income Tax or even Inheritance Tax and passing wealth down through the family.

We will discuss the most common three clients we see in our day to day and provide you with the tools to outline and explain the options available to them.

Additionally, we will discuss the important role that a trust can have in this arrangement, an element often ignored by accountants and protection advisers.

Agenda

  • Business Owners with minor children (tax-efficient withdrawals from the company)
  • ‘Start-up’ Family Investment Companies
  • Established Family Investment Companies

This course can no longer be booked.

September 4, 2024
09:30
£85

Course Session Details

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