Corporate Financial Protection

Corporate Protection advice from an independent financial adviser can minimise the impact on directors and staff in the event of an untimely death, critical illness, long-term sickness or serious accident.

Director Protection and Management Protection is key in ensuring a company continues to operate smoothly.

Not all company directors realise that without specialist financial advice either family or other shareholders could suffer severe monetary disadvantage.

One scenario organisations sometimes neglect is that without the necessary documentation in place, a spouse could take control of a director’s shareholding on his or her death and be in a position to make business decisions without requiring agreement from other directors.

We can make it possible for shareholders to have the money to purchase shares from the spouse/family in a very tax-efficient manner, leaving the family secure and surviving shareholders in control of their own futures.

Please contact us to discuss how to keep your organisation and family secure.