Estate planning strategies – lifetime trusts vs family investment companies

This webinar will explore the benefits and potential pitfalls of Family Investment Companies, including how they operate and how they compare with traditional lifetime trusts as part of a wider estate planning strategy. Participants will gain a practical understanding of when these structures may be appropriate and will be better equipped to provide estate planning advice in relation to Family Investment Companies.

Topics covered include:

• The Key objectives of Estate Planning
• An overview of what is a Family Investment Company (FIC) and why is it useful to consider
• A look at the mechanics of creating an FIC
• A review of circumstances as to when FICs are suitable
• Taxation of FICs
• An overview of Lifetime Trusts
• A Comparison of FICs and Lifetime Trusts