Tuesday 5th November – Part 2 – Family Investment Companies and the use of Alphabet Shares
Family Investment Companies are growing in popularity and clients are often motivated by different factors, be that Capital Gains Tax, Income Tax or even Inheritance Tax and passing wealth down through the family.
We will discuss the most common three clients we see in our day to day and provide you with the tools to outline and explain the options available to them.
Additionally, we will discuss the important role that a trust can have in this arrangement, an element often ignored by accountants and protection advisers
Further, we will discuss things to consider in advance of a business sale, both to reduce any Capital Gains Tax payable and options with the surplus of cash.
Agenda
- Business Owners with minor children (tax-efficient withdrawals from the company)
- ‘Start-up’ Family Investment Companies
- Established Family Investment Companies
- Maximising Business Asset Disposal Relief
- Business Relief
