Business Protection

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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 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.