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How Family Investment Companies (FICs) can support effective Inheritance Tax Planning

Inheritance Tax (IHT) planning has never been more important. With recent changes to key rules, allowances and thresholds, planning for the succession of wealth has become essential to ensure that exposure to Inheritance Tax can be effectively managed.

Thoughtful and proactive IHT planning helps to protect family wealth, maintain control over how assets are passed on, and ensure that future generations benefit in the most tax efficient way possible. However, careful planning is needed, to ensure that the structure aligns with your long-term goals, tax position, and family circumstances.

Join Gravita Tax Director, Kelly Fern, and Stephens Scown Partner, Dave Robbins, as they share practical insights into the strategic use of FICs, covering the advantages, key considerations, and planning opportunities. Even if you already have a FIC in place, it is worth reviewing to ensure you are getting the most out of it.

What to expect:

- General Inheritance Tax overview

- The difference between FICs and Trusts, and why are they compared?

- Key features of a FIC

- Tax issues to be aware of

- How can FICs be so effective for succession planning

- Are FICs here to stay and what is their future? 

Registration is required and after registering, you will receive a confirmation email containing information about how to join the webinar.

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