Josephine graduated from Royal Holloway, University of London with an honours degree in History. She is a member of the Society of Trust and Estate Practitioners and obtained a Graduate Diploma in Law. Away from the office, Josephine is a keen skier and enjoys spending time with friends and family. Louisa graduated from Durham University with a degree in Economics.
Websites Cohabitation Law Practical, legal advice for couples living together. Technology blog Updates, opinions and the latest UK technology law news. Sports blog Commentary relating to legal events in the sports industry. Construction and engineering blog Legal insights into the construction and engineering sector. Contact our Private wealth team to see how we can help or register for updates.

If your investment is shares, the percentage of the business that you own will decrease if the business issues more shares. FICs are, therefore, a very tax-efficient company structure to maximise the accumulation of private wealth whilst also ensuring that any future IHT bill is kept to a minimum. Wilson Partners service clients seeking professional financial advice and planning as well as accountancy services inMaidenhead, Marlow, High Wycombe, Beaconsfield, Slough, Windsor, Reading, Henley, Berkshire & London and the City. Snaptrip is an online travel booking platform providing exclusive discounts for last minute UK holiday cottages. The business was founded in April 2014 and has grown rapidly since then.
Whether the FIC is set up using a private company with limited share capital or a private company with unlimited share capital. The main difference is that unlimited companies are not required to file accounts at Companies House (retaining some of the privacy of the family’s wealth). However, unlimited companies do not have the benefit of giving the shareholders limited liability, which may be an issue if the FIC invests in trading businesses or the disposal of assets in the future. This philosophy, and the execution in pursuit of excellence, that follows, has helped us to establish and maintain superior relationships across a broad range of European property markets. It has also helped us to build a loyal client base that includes major pension funds, global insurers, sovereign wealth funds and private families. It is a source of enormous pride to us that 70% of our clients are repeat investors in several of our investment partnerships.

Dip was a portfolio manager at Odey Asset Management and was previously Head of non-US credit at Western Asset Management, with responsibility for $25 billion of assets and oversight on a further $4 billion. Dip is a regular guest lecturer at London Business School, focusing on macro investing and portfolio management. He is a Chartered Financial Analyst charterholder and has an MSc in Finance & Economics from London School of Economics, and a degree in Economics from University College London.
To carry out appropriate due diligence on shareholders and management team members in the context of a commercial acquisition or investment. To review any applications for a management position where we are involved in the recruitment process for one of our portfolio companies. This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you.
Mayfair Capital is part of Swiss Life Asset Managers, one of the largest real estate managers in Europe with offices in Switzerland, France, Germany, Luxembourg, the Nordics and the UK. We can partner with you to provide investment management for your clients, leaving you to focus on your clients’ other needs. Our M&A report uncovers how the most successful dealmakers have made M&A pay at every stage of their deal lifecycle. We share detailed insights on what makes an effective value creation approach, as well as insight from 100 private equity partners.

But with a strong international presence through its global investment partners, The Private Investment Group is considered as the go-to company for businesses around the world looking for smooth GCC market-entry. We are the private equity division of Puma Investments, a fund manager operating from offices in London, Liverpool and Edinburgh. If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice. Participation in these schemes will put capital at risk and will be illiquid. More detailed information on the specific risks of the fund/strategy will be available in the offer document/prospectus/on request.By entering this website you agree to our Terms & Conditions found here.
However, PICs are generally intended to make investments for the long term for the income taken out through the dividends, for retirement, when the individual’s income is lower and when the personal tax rate is likely to be lower. The extra funds previously lent to the PIC can be extracted until exhausted. Most people struggle to withdraw money from a private trading company without attracting a heavy tax on it. If the cash extracted is not needed to spend on personal expenses, then PIC can be a great way to do a long term financial investment. So it can help both trading companies to carry out their trading activities and investment companies to fund retirement. William is a senior member of the private equity and venture capital investment team.

This followed support for the Rose Review on Female Entrepreneurship. Good governance is a vital part of driving performance and is embedded in our approach to the appointment of independent non-executives, standardisation of risk registers and improved financial reporting. BGF has always viewed the alignment of interests and benefitting multiple stakeholders – such as employees and society more generally – as critically important to our success. BGF investment brings fundamental secondary benefits to the wider economy such as increasing employment, which in turn grows the tax base. Prior to his current role, Stuart was Regional Head of Commercial Banking for Asia Pacific, the leading international wholesale bank in the region and one of the Group’s fastest-growing franchises. Stuart Tait was appointed Head of Commercial Banking UK in December 2021, and is responsible for HSBC’s relationships with 900,000 large, medium and small business clients.
Devised strategies to penetrate new markets and develop product portfolios. Created value propositions, services and products to expand revenue streams. We believe that the most effective and sustainable way to generate investment activity is to build relationships with entrepreneurs on a local level. BGF’s regional investment teams operate from 16 offices – this physical infrastructure provides us with full national coverage and, importantly, proximity to local business communities. BGF is the UK and Ireland’s most active and dynamic investor of equity capital in growing companies, backing entrepreneurs and innovators. Our model is underpinned by a unique combination of scale, long-term capital, minority investments, breadth of coverage, and a streamlined investment process to create a real impact.
He is responsible for the teams within the ring fenced bank that support business customers, ranging from start-ups through to multi-nationals. A balance is needed between mitigating tax and what happens to a family member's shares on divorce, bankruptcy, losing mental capacity or death. Our specialists can prepare Pre-nuptial Agreements, Shareholder's Agreements, business Lasting Powers of Attorney and Wills to safeguard the family's wealth.

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