Presented by David Denton
Brought to you by the Kent Branch

Pricing: Free

This webinar originally aired on 12 October 2026 and is available to book until 31 December 2026.

Course content:

  • Recent and upcoming changes to Inheritance Tax have highlighted the need to plan early and consider all options, particularly gifting, for those concerned about estate planning
  • Family Investment Companies (FICs) provide significant opportunities, complementary to the use of trusts for some, and instead of, for others

Please join David Denton, Head of Technical for Quilter Cheviot to consider how FICs are established, how they compare to trusts (in terms of tax savings and control), the typical client type, investment options, and the part that legal and tax professionals play in their delivery.

Who would benefit from attending:
For those looking to evaluate:

  • The types of company used for efficient wealth transfer
  • The most likely audience for FICs
  • How FICs facilitate controlled giving, without the use of trusts
  • How founders and the appointed investment managers determine the optimum tax efficient investment content
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Speaker

David Denton

Quilter Cheviot