Family Investment Companies - Getting the Basics Right

Introduction

Family investment companies (‘FICs’) are a popular estate planning vehicle for many families.

However, there are many potential threats that advisers could face and so getting the basics of these structures right is crucial.

The webinar will include a comparison of FICs versus other structures (e.g. family partnerships, trusts and personal investment companies), the considerations for structuring FICs (including potential traps created by anti-avoidance legislation) and the conversion of existing companies into FICs.

What You Will Learn

This webinar will cover the following:

• FICs v Trusts - which is the best option?
• Structuring the FIC - what do you need to think about?
• Funding the FIC and the tax implications to consider (cash/portfolios/properties)
• Anti-avoidance traps
• The impact of IHT changes on trading companies and using a FIC structure to mitigate IHT
• Are FICs here to stay? What challenges could they face in the future?

This pre-recorded webinar will be available to view from Monday 16th June 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.