Business Protection
What would happen in your business if a key shareholder passed away?
Potentially, the shares could be left to the beneficiaries. These could have little to no interest in the company, preferring to have the sum in cash. This could lead to that share being sold to third parties, resulting in the company losing control of a section of the business. To regain control, the company would…
Read MoreHow long would it take you to save your gross annual salary?
How long would it take you to save your gross annual salary. 5, 10, 15 years? If you could no longer work and cover bills, how long would your savings last? Our most forward-thinking clients have considered what would happen to their loved ones if they couldn’t work due to a long-term illness or injury…
Read MoreProtect your team, the tax-efficient way.
Thinking about taking out a life insurance policy to protect you and your employees’ families? Small private limited company with no need for a group life scheme? How about a Relevant Life Policy (RLP)? RLP is similar to a ‘death in service’ policy. It is a tax-efficient way to provide a cash sum paid directly to…
Read MoreIn your business…who brings home the bacon? 🥓💰
When we chat with our clients, we often find a Key Person isn’t always the CEO, the top sales person or the ‘bread winner’. It can be a wide range of staff. Sometimes a technical member, an example being a software developer who has coded the company’s software product, line by line. We also often uncover…
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