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Webinar - Family Investment Companies (FIC)
In collaboration with PD Tax Consultants we are delighted to invite you to a webinar on Family Investment Companies (FIC) – Financial & Tax Planning on Friday 11th December at 9:30am.
Robert Morse joins Paul Davison, of PD Tax consultants, to bring you this webinar exploring the concept of Family Investment Companies (FIC)
The webinar is targeted at both professionals and business owners. In which we will look at the tax benefits of a FIC, who they are most suited for, and when and how an appropriate FIC structure might fit into a broader financial plan.
About the speakers
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| Rob Morse | Paul Davison FCCA CTA |
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Senior Partner - TPO |
Director of Business Taxes |
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About Rob I advise private clients across a range of planning areas including investment management, retirement planning, personal financial planning and tax efficient structures. I assist the continued and disciplined management of our fund selection, fund managers and Preferred Portfolios. I look after fewer than 70 families with advised assets of almost £240 million. I provide a truly holistic advisory service that is guided by my ability to simplify problems and provide solutions with empathy, persistence, integrity and humour. |
About Paul Paul established PD Tax Consultants in 2013 with the vision of providing expert tax advice which is accessible to all. Paul originally qualified as a Chartered Certified Accountant in 1996. He then went on to specialise in corporate tax at Ernst & Young and later became a partner at an independent firm of tax advisors. Paul is a Chartered Tax Advisor (CTA) and can provide advice in relation to the full range of UK taxes with a particular interest in business and corporate tax matters. |
Don't miss out - earn 0.5 hours CPD hours while you learn about Family Investment Companies (FIC).
By subscribing to the webinar, you accept the terms as set out in both TPO and PD Tax Consultants individual Privacy Policies which can be accessed on our respective websites and consent to both companies holding your data for marketing purposes. You can opt out of TPO marketing at any point by contacting marketing@theprivateoffice.com and PD Tax Consultants marketing by contacting Charlotte@pd-tax.co.uk.
Location
Online