Using family investment companies in succession planning. 21 October 2021

Host group
Host Left
Event Type
Web Event

Speaker: Laura Hutchinson

Laura is Managing Partner at Forbes Dawson Ltd, a tax consultancy. Laura has over 25 years of experience in supporting private clients and their professional advisers on tax issues. Her particular specialisms include inheritance tax planning, UK and offshore trusts and tax advice for non-UK domiciliaries. Laura previously worked at BDO LLP in Manchester and also in London as part of their Private Client team.

In this seminar, Laura will explain all aspects of a Family Investment Company, including the benefits, tax and otherwise, as well as the potential for attack if not structured correctly. Examples of the variety of different FIC structures will be covered and their benefits and potential downsides. This will include using trusts and how valuation principles can offer inheritance tax savings. 

Cost group
Event Cost
STEP Members free
Pound Sterling
14:00 - 17:00
CPD Points
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3 hours
STEP Manchester
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