We provide specialist advice to SME clients on :
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 of staff.
Business Loan Protection - protecting the business by paying off debts in the event of death or critical illness of a director or owner.
Life Insurance -
Relevant Life Insurance - a cost efficient way of offering life cover to directors or employees. Tax efficient, allowable as a business expense, not taxed as a P11D benefit, giving substantial savings on cost of cover.
Contact us for a free, no obligation, initial discussion with one of our specialists.
01904 208470 / 07939 623084