Family Investment Companies - How to Navigate the Anti-Avoidance Minefield
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Family Investment Companies - How to Navigate the Anti-Avoidance Minefield
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Introduction
Family Investment Companies (‘FICs’) have become a staple offering to clients for their estate planning needs.
This webinar will look at the minefield of anti-avoidance legislation that you must consider when establishing and/or running a FIC, including the settlements legislation and transactions in securities.
The webinar will also investigate the common problems faced and explore the ways to structure a FIC to ensure your clients are not caught out by the minefield.
What You Will Learn
This webinar will cover the following:
- How are FICs used and typical structures
- Options for funding a FIC, including the use of loans
- How can the settlements legislation and transactions in securities apply to a FIC
- How to structure a FIC and document loans to ensure you are not caught out by anti-avoidance legislation
This webinar was recorded on 20th April 2023
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