Learn how Family Investment Companies (FICs) and SPVs can revolutionize your succession planning.
Understand how to structure tax-efficient wealth transfer plans and reduce inheritance tax exposure.
Discover how to implement long-term family control systems that safeguard both relationships and financial outcomes.
About the Guide
This guide by Grace Bartley BSc (Hons), ACCA, Founder of Tap In Academy, dives deep into the advanced succession planning system using Family Investment Companies (FICs) and SPVs. You will learn how to structure long-term wealth transfer strategies more strategically than traditional methods, maintain family influence, and protect assets and income effectively.
Meet Grace Bartley BSc (Hons), ACCA
Grace Bartley is a Tax & Property Expert with a passion for educating UK property investors, landlords, and high-net-worth families. Her expertise in succession planning using corporate structures ensures learners gain valuable insights into preserving wealth, maintaining control, and securing the family legacy.
What People Are Saying
Testimonials build trust — fast. Discover how this guide is transforming wealth transfer strategies and empowering families to secure their financial future.
"This guide completely changed how I think about succession planning. I had always assumed transferring assets meant losing control, but the share structuring strategies showed me how both can be managed properly together."
Managing Director, Property Investment Group
"The Family Investment Company sections were excellent. I finally understood how voting shares, growth shares, and dividend shares can be structured to protect both family control and long-term wealth transfer."
Director, Family Property Portfolio
"Most estate planning guides feel theoretical. This felt strategic and practical. The governance and gradual transfer sections helped me realise how important structure is for avoiding future family and financial problems."
Founder, Commercial Property & Holdings Company
"This guide completely changed how I think about succession planning. I had always assumed transferring assets meant losing control, but the share structuring strategies showed me how both can be managed properly together."
Managing Director, Property Investment Group
"Most estate planning guides feel theoretical. This felt strategic and practical. The governance and gradual transfer sections helped me realise how important structure is for avoiding future family and financial problems."
Founder, Commercial Property & Holdings Company
"The Family Investment Company sections were excellent. I finally understood how voting shares, growth shares, and dividend shares can be structured to protect both family control and long-term wealth transfer."
Director, Family Property Portfolio
Ready to Transform Your Wealth Transfer Strategy?
Download this guide now to unlock the secrets of strategic wealth transfer, tax-efficient planning, and long-term family governance.
£29.00