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Protecting Business Assets

Business Protection insurance is an essential consideration for any Director. It will not only assist with succession planning, but also give you peace of mind.

Business Protection policies come in three main shapes:

  1. Shareholder Protection
  2. Keyman Assurance
  3. Business Loan Protection

Our advice can be invaluable to any business, we are independent and gather business protection quotes from the whole of the market.

Business protection is all about insuring for the unexpected. It is a way of protecting your business if something goes wrong. It can provide an essential safety net for all types of business.

Without protection arrangements in place could your business do the following?

  • Keep trading if a key employee were to die
  • Afford to replace key individuals if they were to die
  • Pay off corporate debt if a Director dies or becomes Critically Ill
  • Buy out a shareholder if they become critically ill or a shareholder’s estate if they die.

Think of this as if you were making a "company Will".

Making a "company Will" can be just as important as making a private Will. If you have not got a "company Will" in place please call.

As members of SIFA* (Solicitors & IFA Network ) we are endorsed by the Law Society. We act for many clients, who have been introduced to us by solicitors.

*To become a member of SIFA there are strict conditions that need to be met, which include being qualified to diploma standard, being independent and able to choose from the whole of the market, directly authorised by the FSA, and fee based.

We can help by offering an initial review of your business arrangements for free and without obligation. We then make suitable recommendations for the most appropriate plans to suit the need of both you and your business. We can also help with useful information on a whole range of business protection topics including:

  • The tax and trust solutions for the different types of business protection arrangements
  • Professional connections for legal agreements
  • Working with your Accountant to establish correct valuations and tax treatments.

If you want to discuss these areas of advice then please give one of our advisers a call on 01924 339 825 or complete the enquiry form at the top of this page.

"Your advice is always clear and straightforward, which I am sure is what all of your clients will value. I have always had the utmost confidence that my affairs are in safe hands."
Michael Spink, Catteralls Solicitors
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