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Family investment companies – the death of the trust?

Thursday, December 01, 2011 | Posted by: Mike Hyland
Categories: Personal, Protecting your wealth | Tags: tax, tax planning, capital gains tax, inheritance tax, CGT, income tax, trusts, Mike Hyland, inheritance, minimise, Family Limited Partnerships, estate planning, family wealth, succession, family investment company, relevant property, 10-year charge, investment company, FIC

Trusts are less tax-favoured than ever before since the trust taxation changes and the introduction of the 50% income tax rate. Could family investment companies provide a better alternative for wealthy families?

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Are trusts still the most tax-efficient option for family wealth transfers?

Wednesday, November 23, 2011 | Posted by: Mike Hyland
Categories: Personal, Protecting your wealth | Tags: tax, tax planning, property, capital gains tax, inheritance tax, CGT, income tax, IHT, trusts, Mike Hyland, inheritance, minimise, Family Limited Partnerships, family wealth, succession, family investment company, relevant property, 10-year charge, wealth planning

After the changes to the taxation of trusts in recent years, we consider whether they are still a viable option for family wealth and succession planning, and introduce a couple of alternatives to trusts.

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