Inheritance Tax (IHT) planning has never been more important. With recent changes to key rules, allowances and thresholds, wealth succession planning has become essential to ensure that exposure to Inheritance Tax can be effectively managed.

Thoughtful and proactive IHT planning helps to protect family wealth, maintain control over how assets are passed on, and to ensure that future generations benefit in the most tax efficient way possible. However, they need careful planning to make sure that the structure aligns with your long-term goals, tax position, and family circumstances.

Join Gravita Tax Director, Kelly Fern, and Stephens Scown Law Associate, Dave Robbins, as they share practical insights into the strategic use of FICs, covering the advantages, key considerations, and planning opportunities. Even if you already have a FIC in place, it is worth reviewing to ensure you are getting the most out of it.

What to expect:
• General Inheritance Tax overview
• The difference between FICs and Trusts, and why are they compared?
• Key features of a FIC
• Tax issues to be aware of
• How can FICs be so effective for succession planning
• Are FICs here to stay and what is their future?

Event date: Tuesday 2 June
Location: Online
Time: 9am – 10am

Stephens Scown is committed to creating an inclusive environment for people with disabilities. If you need something that will help you to participate fully in this event please do let us know.