Key personnel can be vital to the success and continuance of a corporate entity. It is therefore essential that their wellbeing and interests are catered for as part of the business financial planning programme. Considerations should include:

Shareholder and Partnership Protection

The death of a shareholder or partner may cause severe financial problems for the remaining shareholders/partners. We can arrange flexible and cost-effective plans to cover such an eventuality, helping to provide valuable funds at a crucial time.

Key Person Insurance

The loss of a key individual whether by death, accident or serious illness, may cause major disruption and financial loss to a business. We offer advice on the level of cover needed, recommending the appropriate product to meet the business needs.

Directors’ Retirement Planning

The leaders in a business may seek more personal or enhanced pension benefits. We can advise on the best solution for executive pensions – whether under a retirement trust or a SIPP (self-invested personal pension).

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