Key person / shareholder protection
To lose a director or other key employee as a result of death or serious illness can have a major impact on the bottom line. It could even result in the business being taken over or wound up.
This area is often overlooked but you can guard against the considerable risks. High value protection can cost less than you think. Even if you already have cover in place, reviewing it could save money.
Our review service will assess existing arrangements and make recommendations for improvement, where appropriate.
We can advise on:
- Key person insurance
- Shareholder protection
- Inheritance tax planning for private companies and family businesses
- Partnership protection
Financial planning is an integral part of the service provided for our corporate clients.