If your clients want to protect and increase their wealth, you should talk to them about family investment companies (FIC’s), which are widely regarded as the vehicle of choice for wealthy families. WBR’s distinguished tax advisory skills and experience serve as invaluable, non-competing allies in orchestrating plans for FIC’s.
If you would like to hear more from our experts about Family Investment Companies watch our online event on demand.
Using real client case studies, this highly practical online event will deliver the following key takeaways:
- Highlighting the tax advantages of the family investment company
- Exploring the suitability of a FIC for estate planning
- Illustrating the typical structure and flexibility available in implementation
- Demonstrating the successes of a ‘FIC’
After watching the recording, if you have any questions, please email [email protected]
MEET THE SPEAKERS
Callum James
Director
Callum James
Director
Callum started his career in Accountancy practice where he qualified as a chartered accountant before moving into a career in Tax advice, and obtaining the chartered tax qualification in 2020.
Since joining WBR Tax, Callum has advised on a vast range of tax planning opportunities.
However, Callum’s main focus is in providing estate planning advice to business owners and wealthy individuals where he applies his technical abilities to identify creative solutions and tackle any tax risks.
Callum is responsible for the providing excellence client service in the delivery of the team’s advisory projects.
Away from WBR, you can count on finding Callum in a sporting environment – whether it be playing football, running around the squash court or working on his golf swing. Callum is also a lover of live music and is regular attendee of the Glastonbury festival.
For further information about Family Invest Company and our tax advisory services, please email [email protected].
If you enjoyed our previous event please join us for our next thought leadership online tax event.
TOPIC: Tax Strategies involving a SSAS Pension
Date: Thursday 19th September
Time: 10:30am (BST) for 1 hour
