Course Details

With rising property values and a shifting tax landscape, many advisers are seeing renewed interest in Family Investment Companies (FICs) as a structure for holding and passing on property wealth. This session explores the practical and legal mechanics of using FICs for property investment – from tax efficiency and asset protection to succession planning. Whether you’re advising entrepreneurial families, landlords, or business owners seeking to ring-fence property assets, this session will help you navigate the current environment with clarity and confidence.

 

In this course Simon Briton covers the following topics:

  • How FICs are structured and why they’re popular for property investment
  • The key tax considerations – corporation tax, income extraction, IHT and SDLT
  • Legal and governance aspects: articles, shareholders’ agreements, and control
  • Practical tips for managing investment risk and banking/lending issues
  • Case studies highlighting pitfalls, HMRC concerns and success factors

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CPD Course Speaker

Simonbriton.com

Simon Briton.

Simon leads a team of tax focussed lawyers built a wealth of experience in acting for business owners and looking at how their business forms part of their family wealth and looking to use tax reliefs and incentives to encourage and support growth. This has led to a great deal of experience in handling EIS and SEIS investments, acting for VCT fund managers, advising on EMI schemes, EOT planning and family investment companies.