Is Now the Time To Bring Family Members Into Your Investment Decisions - September 2026 (Sep 26)
Category: Tax | Duration: 1hr | Tag: VODSEFEIE26D1S2 | Type: Video | Course Level: Intermediate | Speaker: John Murphy | Date: 01/09/2026 11:10
Course Details
Bringing children or other family members into investment decisions can create valuable succession and tax-planning opportunities — but choosing the right structure is critical. In this practical session, John Murphy explores how family partnerships can be used to involve the next generation while allowing parents to retain control over investment decisions and distributions. He examines the tax treatment, structuring options, ongoing compliance requirements and common pitfalls, as well as alternative approaches where a family partnership may not be the best fit.
- Understand how family partnerships can support investment and succession planning.
- Explore how future capital growth can be allocated to the next generation while parents retain control.
- Review key CGT, CAT, income tax and stamp duty considerations.
- Learn the importance of getting the partnership agreement, profit allocation and accounting treatment right from the outset.
- Consider alternative structures, including corporate investment vehicles and growth shares.
- Identify the key compliance costs, risks and practical watch-outs before recommending a family partnership.
CPD Course Speaker
OmniPro Tax and Legal
John Murphy
As a Director of OmniPro Tax and Legal Limited, John relishes problem-solving to help accountants develop innovative client solutions and sharing his technical knowledge on tax, company law, financial reporting and auditing.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.