Unlock tax-efficient wealth transfer and control strategies for your family’s future.
Family Investment Companies (FICs) have become a key planning tool for entrepreneurial and high-net-worth families as inheritance tax exposure increases, trust planning comes under greater scrutiny, and families seek to retain long-term control over wealth.
This practical UK tax webinar provides tax advisers with a clear, structured understanding of how Family Investment Companies work, when they are appropriate, and where they can go wrong. Rather than focusing on theory, the session explores the real-world tax, governance, and commercial considerations advisers must navigate when establishing, reviewing, or unwinding FIC structures.
The webinar will help advisers confidently assess whether an FIC is the right solution for a particular family, identify common tax traps and anti-avoidance risks, and compare FICs with trusts and alternative succession planning options. It is designed for advisers who want to give robust, defensible advice that stands up to HMRC scrutiny while delivering long-term value for family clients.
Barrister | Pump Court Tax Chambers
Giles’ practice covers the full range of advisory work on direct and indirect tax issues. Particular areas of expertise cover corporate reorganizations, employee share incentive schemes, controlled foreign companies’ legislation, tax warranty and indemnity claims, professional negligence, IHT and CGT planning for family-owned businesses, high net worth individuals and onshore and offshore trusts. He has substantial experience and expertise in advising upon and negotiating compromises of Inland Revenue and Customs’ investigation cases. He also sits as an accredited Mediator and is qualified to accept Public Access instructions.
