Family Investment Companies

Listen back to the recording of our webinar brought to you in collaboration with PD Tax Consultants, where we explore the concept of Family Investment Companies (FIC).

The webinar covers a range of topics related to Family Investment Companies including:

  • Why have a FIC?
  • How to establish a FIC.
  • What are the tax benefits?
  • The importance of Financial Planning.
  • The benefits of professionals working collaboratively.
  • How planning helps when deciding on the structure of family investments.
  • Different investments in different places; does it really matter? 

About our speakers

The webinar is presented by our Adviser and Senior Partner, Robert Morse, who is joined by Paul Davison of PD Tax Consultants.

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Paul Davison, PD Tax Consultants

Rob MorsePaul Davison FCCA CTA

Senior Partner - TPO

Director of Business Taxes

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.