How Family Investment Companies FICs can support effective Inheritance Tax Planning

Inheritance Tax (IHT) planning has never been more important. With recent changes to key rules, allowances and thresholds, planning for the succession of wealth has become essential to ensure that exposure to Inheritance Tax can be effectively managed. Thoughtful and proactive IHT planning helps to protect family wealth, maintain control over how assets are passed on, and ensure that future generations benefit in the most tax efficient way possible. However, careful planning is needed, to ensure that the structure aligns with your long-term goals, tax position, and family circumstances. Gravita Tax Director, Kelly Fern, Stephens Scown Partner, Dave Robbins, and Fowler Financial Planning Managing Director, Matthew Fowler, shared practical insights into the strategic use of FICs in this webinar.