We provide specialist advice to SME clients on :
Tax Free Life Insurance -
"Relevant Life" Insurance - a highly cost efficient way of providing life cover for Limited Company Directors or Employees. Tax free, allowable as a business expense,
not taxed as a P11D benefit, giving substantial savings* on cost of cover.
Succession Planning -
Shareholder Protection - providing a cash sum in the event of death of a significant shareholder, meaning that the business can buy back its shares. Essential protection
for Companies or Partnerships with multiple shareholders.
Continuation Planning -
Key Person - protecting revenues in the event of death or critical illness of a key member
Business Loan Protection - protecting the business by paying off debts in the event of death or critical illness of a director or owner.
Contact us for a free, no obligation, initial discussion with one of our specialists.