Free Webinar

Passing your wealth in a tax efficient way

About The Webinar

If you are seeking to pass your assets to the younger generation, one of the most efficient ways is by setting up a Family Investment Company (FIC). However, many of our clients opt for Trusts.  During our webinar, our tax and financial experts will provide an insight into the various options to pass your wealth, covering the following:

  • How to retain control of your wealth and remain tax efficient​​​​​​​

  • How to protect your assets​​​​​​​

  • How to save tax​​​​​​​

  • Family Investment Company (FIC) vs Trusts​​​​​​​

  • Mitch Young

    Director, #MitchTheTaxMan

  • Melissa Reilly

    Head of Fusion Tax

  • Avidan Last

    Head of Fusion Financial

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