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Business Financial Planning

Shareholder & Partnership Protection

Safeguarding the future of your business should the unexpected happen

Shareholder and partnership protection is a type of insurance policy that ensures the financial security of your business should a director, shareholder or partner of the business die or is unable to return to work due to life-threatening illness.

When a shareholder dies, their share of the business usually passes to the beneficiaries of their will. In the vast majority of cases, this is not a satisfactory situation, neither for the beneficiaries, nor the remaining shareholders. The answer is often for the shareholders to buy the shares from the beneficiaries. Shareholder protection provides the funds to facilitate this purchase. 

Having the necessary protection in place can help you to keep your business moving. Our team can help you to put an agreement in place which specifies what will happen in the event of the unexpected.

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Company and Director Pensions

Extract profits from your business without paying tax or National Insurance by investing in company and director pensions for long term financial security. Find out how pension contributions can be treated as an allowable business expense and can therefore be offset against your company’s corporation tax bill.

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Shareholder & Partnership Protection

Safeguarding the future of your business should the unexpected happen. We can help prepare for when a partner or director in your business unexpectedly dies. It’s not necessarily something you’d expect to happen, but most people to whom it has happened once thought the same.

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Pensions & Automatic Enrolment

Helping your employees save for their retirement. It’s all part of workplace pension reform, it means that as an employer you will need to automatically enroll certain members of your workforce into a pension scheme, and you’ll need to make a contribution towards it.

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Key Person Protection

With key person protection, we’ll help you protect against the loss of a key person in your business. Protect against their loss for peace of mind.

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