MHA | Family Investment Companies in Tax and Estate Planning
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Family Investment Companies in Tax and Estate Planning

In person • 27th Jul 2022 - 12:00am - 12:00am

The concept of Family Investment Companies (FICs) is not a new one, but it has developed significantly in recent years to become a popular alternative to trusts in providing income tax and estate planning for families.

In a similar way to a trust, an FIC can provide for the separation of ownership and management of assets, so allowing parents and grandparents to control how monies are invested and determine how much – if any – is made available to shareholders.

The webinar in partnership with the ICAEW will consider principally how a typical FIC is structured and the tax benefits and traps, with the help of case studies to bring the talk to life.

Key topics:

  • What is a family investment company?
  • Tax benefits and traps
  • Structuring share capital
  • How to manage control and asset protection


James Kipping, Tax Partner 

James is a Tax Partner and Head of Private Client at MHA. James advises on a broad range of taxation matters concerning individuals, trusts and family companies including those with UK and international aspects. His expertise covers principally income tax, capital gains tax and inheritance tax planning as well as the restructuring of private companies, including mergers and demergers, acquisitions and MBOs, exit and remuneration planning.