Preserving generational wealth: The secrets of family investment companies

Family Investment Companies (FICs) are increasingly used to preserve and pass on wealth while retaining control. This seminar will take a practical look at how FICs can hold property, trading businesses and investment portfolios, enabling the older generation to control strategy and income while passing value to future generations. It will cover structuring, governance and common pitfalls, and show how FICs can be tax efficient for IHT, CGT and Income Tax. A must-attend session for accountants and tax advisers to family and entrepreneurial clients.

General Information

Date: 14th May 2026

Time: 10:20 - 11:00

Theatre

Speaker(s)

No speakers found.