Share Protection...

Provides funds on the death of a partner/shareholding director.

The object of a Share Protection arrangement is to provide the necessary funds on the death of a partner or shareholding director to:

  • enable the surviving partners or shareholders to buy the deceased’s interest or shareholding
  • compensate the deceased’s dependants as appropriate.

It is vital that these arrangements are established correctly. We can offer advice on the most appropriate type of policy, suitable trust wordings and double option agreements. Our attention to detail ensures that, in the event of the death of a shareholding director or partner, their interest in the business is dealt with in accordance with their wishes, their business partners and their family.

Whether you have a specific requirement or need a complete review of your financial affairs, simply contact us to arrange that first confidential meeting.

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