Unlocking wealth preservation: The power of family investment companies (“FICs”)

In the realm of wealth management, the savvy investor is always on the lookout for strategies that combine financial flexibility, tax efficiency, and legacy preservation. Enter the Family Investment Company, a sophisticated operating structure that holds the promise of safeguarding family wealth for generations to come. At its core, a FIC is a vessel through […]

Pre-sale trust planning

If you are a business owner who is considering selling your trading company, you may be looking for ways to maximise your tax benefits and protect your assets. One strategy that you might consider is transferring your Business Relief qualifying shares into a Discretionary Trust before the sale to a third party. Here’s what you […]