Share Protection arrangements to protect surviving partners

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 either :-

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

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

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