Family Inheritance Planning

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Family Inheritance Planning

• Family Investment Companies (FICs)
  • Structure & Benefits
  • Share Classes
  • Tax Considerations
  • Employee Benefit Trusts
  • Setting Up an FIC
• Trusts
  • Types of Trusts
  • Trust Taxation
  • Setting Up a Trust
  • Trust Administration
• Marriage & Civil Partnerships
  • Spousal Exemptions
  • Joint Assets
  • Prenuptial Considerations
  • Inheritance Planning
• Children & Dependents
  • Guardian Arrangements
  • Inheritance for Minors
  • Disabled Beneficiaries
  • Education Planning