Webinar Agendas
Webinar 1 | 11 September 2025
Family Investment Companies – More relevant now than ever before | Matthew Stambach, AMS Accountants Group
9:30am - 10:30am
In this presentation we will look at the mechanics of a Family Investment Company and why and already very popular business structure is now even more relevant with the upcoming changes to Business Property Relief.
We will look at the different ways in which a FIC can be set up, and structured depending on the individuals long term goals.
This presentation should give attendees sufficient knowledge and confidence to speak to clients about the structure with the aim of helping them deal with potentially large IHT liabilities in future.
This webinar will cover:
- What is a FIC
- Changes to BPR/APR
- Why FICs are more relevant now than ever.
- Structuring a FIC 5. FICs and Trusts
- The trust tax merry go round
- When a FIC might not be the solution
The presentation is for accountants who have clients that are either;
- Hold a number of property / investment assets personally
- Have access to capital and are looking to set up a structure to grow and protect family wealth
- Business owners affected by the upcoming IHT reforms
The presentation will start from the basics and work up so is for all levels
Details to follow | Chris Downing
10:45am - 11:45am
This webinar will cover:
Webinar 2 | 18 September 2025
Profit extraction: Payroll, pensions or dividends? | Martin Jackson, Lead Tax Writer at Croner-i
9:30am - 10:30am
Martin Jackson, Lead Tax Writer at Croner-I, takes a look at the key differences between payroll, pension contributions and dividends, including which is likely to be more tax-efficient in the light of recent changes, the factors to consider and some common pitfalls to avoid.
This session will cover:
- Payroll: Minimum Salary/bonus, tax/NICs and potential pitfalls.
- Pension Contributions: Employer contribution, personal contribution and payroll comparisons, tax deductions, annual allowance calculations.
- Dividends: Types, requirements, tax/NICS treatment, potential pitfalls
- Comparison: Factors to consider, tax/NICs efficiency, how Croner-i can help YOU
Details to follow
10:45am - 11:45am
This session will cover: