Trusts and Family Investment Companies
Both trusts and Family Investment Companies (FICs) can be used as key planning tools, not only for tax planning, but also for protection and succession. Your aims and objectives lead the way.
Our experts look at your personal circumstances, along with your future plans, and will determine which planning might fit best for you and your family. Trusts and FICs are not mutually exclusive, but offer different solutions depending on the tax scenario you are faced with.
Making these structures work for you is key for us- we want to ensure you can reap all of the tax benefits which can include income tax efficiencies and gross roll-up, as well as inheritance tax benefits.
We support clients on: Strategic tax-planning for you, your family and business, trust advice and structuring, use of Family Investment Companies, income tax planning, exit planning and shareholder planning areas, maximising Business Property Relief, personal tax compliance, trust compliance and advisory, inheritance tax reporting and compliance.
Get in touch with us to find out how we can help your private financial needs.
Sam Hart, Partner
Dr Sam Hart is a Chartered Accountant and Chartered Tax Adviser who has advised HNW and UHNW clients on all aspects of Private Client Tax matters. With over 25 years’ experience, Sam specialises in trusts and Inheritance Tax, but advises on all matters relating to individuals and their families and is also a full STEP member and a member of the worldwide STEP Journal editorial board.
What our clients say
"My husband and I operate a small, but profitable, business and have found Claritas’ service to be excellent. They listen to your requirements, discuss options and put a clear, HMRC agreed, plan in place. We would not hesitate to recommend their organisation for any company requiring personal tax advice"
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