Keep control of your business if a shareholder dies or falls seriously ill.
Advice on shareholder and partnership protection, so ownership stays in the right hands and families are treated fairly if an owner dies or becomes critically ill.
If a business owner dies or becomes seriously ill, their share can pass to someone with no interest in running the business, while their family may be left with a stake they cannot easily sell. Shareholder protection prevents that. It provides the funds for the remaining owners to buy the departing owner’s share, so control stays with the business and the family receives fair value.
We advise on the cover and help arrange the legal agreements that sit alongside it, so the arrangement works as intended when it is needed.
We help value the cover appropriately, arrange suitable policies and work with your legal adviser on the agreements. Your first conversation is free and without obligation.
The remaining owners can buy the departing share, so the business stays in the right hands.
The owner’s family receives fair value rather than a stake they cannot sell.
We arrange the protection and help put the legal agreements in place.
We help value the arrangement correctly so it works when it is needed.
Tell us about your business and one of our advisers will come back to you, usually within a working day.
Speak to an Adviser