Please join us for our next thought leadership online tax event.

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.

ONLINE EVENT:

TOPIC: FAMILY INVESTMENT COMPANIES

Date: Thursday 11th July

Time: 10:30am (BST) for 1 hour

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’

This will be an interactive event where you will have the option to ask any question you may have.

 

CPD Points are also available.

MEET THE SPEAKERS

Matthew Evans

Executive Director

Matthew Evans, Executive Director

Matthew Evans
Executive Director

Matthew is the Executive Director responsible for growing the tax business, linked strategic relationships and our “Blue Room” creative thinking.

Matthew’s career, started with a Big 4 accountancy firm eventually ran the Tax Consulting team at EY before moving to a leading tax boutique, working with successful entrepreneurs and family businesses.

After EY, his own tax business grew into a wider remit with a Wealth management division, and after exiting Matthew eventually returned to tax permanently, becoming a Partner at RSM where he led the East Midlands Private Client Services practice.

Away from WBR, Matthew likes to keep active.  An ex-Rugby player who also swam the English Channel as part of a relay team, he now prefers swinging a golf club.

Callum James

Senior Manager

Callum James

Callum James
Senior Manager

For further information about family business exit preparations and our tax advisory services, please email marketing@wbrgroup.co.uk.