Webinar: Trusts, FICs, Foundations and other asset holding vehicles – Thursday 7 May

Webinar: Trusts, FICs, Foundations and other asset holding vehicles – Thursday 7 May

01 May 2020

Join us for the next in our series of LockedIn 101 webinars, Trusts, FICs, Foundations and other asset holding vehicles, which will be taking place on Thursday 7 May at 2pm.

In a concise 30 minutes we will tackle, in a Q&A format, the key questions you may have on the different succession vehicles that may hold investments – in particular trusts, family investment companies and foundations.

In addition to answering your questions we will be discussing the following:

  • What are the main ‘sorts’ of trust and how does that affect investment professionals dealing with their assets?
  • What are trustee’s investment powers?
  • What are family investment companies?
  • Why would someone have a family investment company instead of a trust?
  • What are foundations?
  • What are the common traps and issues associated with these vehicles?

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