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Shareholder Protection

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Protect the financial stability of your business with Shareholder Protection. Ensure continuity, safeguard ownership structures, and provide financial security in times of uncertainty.

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Business Continuity

Prevent disruption by ensuring a smooth transfer of shares.

Financial Security

Avoid unexpected financial strain with a structured protection plan.

Tax-Efficient Solutions

Structuring policies correctly can bring potential tax benefits.

Bespoke Advice

Tailored solutions to fit your business’s needs and structure.

How does Shareholder Protection work?

A policy is taken out on each shareholder, ensuring that if one passes away or becomes critically ill, funds are available for remaining shareholders to purchase the shares. Legal agreements dictate how shares are transferred, preventing external ownership issues.

Who needs Shareholder Protection?

Any business with multiple shareholders should consider Shareholder Protection. It is especially crucial for SMEs, family-run businesses, and partnerships where ownership control is key to stability.

What happens if a shareholder doesn't have protection in place?

Without Shareholder Protection, the deceased’s shares could pass to their family, creating financial and decision-making challenges. This can lead to loss of control, legal disputes, or forced business sales.

C2R66424 LOWRES

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