17/12/2025 Event

Family Investment Companies

Date:
17/12/2025
Time:
4:45pm - Arrival 5:00pm - Seminar starts 6:00pm - Drinks, Canapés & Networking
Location:
Edwin Coe LLP, 2 Stone Buildings, Lincoln’s Inn, London, WC2A 3TH

Estate and succession planning are key areas for private individuals. Passing assets and wealth down the generations gives rise to a number of UK tax issues as well as more practical considerations. The use of UK-based Family Investment Company (FIC) structures as an alternative to onshore trusts to support succession planning and asset protection is growing.

Edwin Coe’s tax services team will be hosting a seminar to discuss the concept of an FIC, for whom they are likely to be appropriate, the Inheritance Tax advantages of these structures, and the on-going tax benefits, as well as some of the drawbacks and pitfalls.

Agenda

The seminar will focus on the following issues:

  • Background of FIC’s
  • The basic structure
  • Succession planning and Inheritance Tax
  • Asset protection
  • Taxation of investment income within an FIC
  • Potential challenges

 

Who should attend:

The event is suitable for individuals who are considering their plans for succession and how best to mitigate Inheritance Tax, and those who advise clients in relation to either their tax affairs or wealth.

Key contacts