Using family investment companies in succession planning. 23 September 2021

Host group
Host Left
Hosted by
STEP Cambridge
Event Type
Web Event
Date

Speaker: Laura Hutchinson, Forbes Dawson Ltd

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. Laura will also cover recent Budget 2021 tax rate changes and how this impacts upon planning. 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.  The seminar will also discuss incorporation of existing businesses and restructuring existing companies. 

Information about joining the webinar via Zoom and any literature provided by the speaker for the webinar will be sent by email to delegates who have paid in full shortly before the event.  Please also note that this event will be recorded.

PLEASE NOTE THAT BY SIGNING UP FOR THIS EVENT YOU ARE GIVING CONSENT FOR YOUR EMAIL ADDRESS TO BE SHARED WITH THE SPEAKER.  THIS INFORMATION IS ESSENTIAL TO ENABLE YOUR LINK TO THE ZOOM SESSION TO WORK.  YOUR DETAILS WILL BE DELETED BY THE SPEAKER AFTER THE EVENT.

YOU CAN OPT TO RECEIVE A RECORDING of the seminar. Please indicate in your reply whether you would like to receive a link to the recording.

Please note we do not produce invoices – please accept this flyer as confirmation of the cost of the webinar and forward to your accounts team if your employer will be providing payment.

Note: Please complete the attached form and email to Seema Solanki

Cost group
Event Cost
Pound Sterling
50.00
STEP Members
Pound Sterling
75.00
Non-members
Schedule
9.30 –12.30
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Contact
Seema Solanki
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