Family Investment Companies offer a tax efficient way to retain control over assets and pass them to the next generation. They should be considered as part of a strategy for inheritance, succession and wealth planning.
Take the example of parents who want to pass wealth to their young children but do not want the children to have access to money at a young age. Although trusts are often the natural choice, the law around them can be complex and they are not always tax efficient. Most business people will be familiar with the concept of a limited liability company and how it operates – this is one of the main attractions of a family investment company. A further attraction is the degree of flexibility they provide – they can be fine-tuned to a family’s particular circumstances or requirements.
The Professional Liverpool Private Client Group would like to invite you to hear from three speakers who will explain the different aspects of a Family Investment Company, legal, taxation and investment, as well as providing an overview of some of the benefits they can bring. A light lunch with also be provided.
After the presentations there will be an opportunity to ask questions and open the discussion to guests.
Speakers
This is bound to a popular event, so please book your place now to avoid disappointment.
This event is free for Professional Liverpool members but there will be a charge of £20 plus VAT for non-members.