Protection

Shareholder


The death or illness of a key shareholder could seriously affect the financial security and stability of your business, which is why Shareholder Protection is so important.

Contingency planning is vitally important. All too often, companies focus on the complexities of running a business and overlook the implications of losing a major shareholder.

Shareholder Protection quite simply provides a tax-free fund so the remaining shareholders can buy the deceased or ailing member’s shares at a fair market value. (Separately from the policy, it’s essential to ensure either the company or the surviving shareholders have a legally binding option to buy the shares.)

A key objective of any business must be to protect its value and remain solvent. We can advise on the type and level of cover best suited to your business; and recommend a cost-effective, tax-efficient solution.