MHI Limited Independent Wealth Management
MHI LimitedIndependent WealthManagement

Business Protection and Succession

  • If a person vital to creating income in your business, died or was seriously ill and could not work, what effect would it have on your profit?
  • On the death of a business partner or shareholder who will inherit their share? Will you be able to work with that person? Do they know anything about the business? Having a plan in place to deal with these issues is absolutely vital to both succession planning and obtaining the available IHT reliefs.  

Business protection  is a complex area in which we would act in partnership with your solicitor and accountant to ensure that by careful planning, the use of life assurance , legal agreements and trusts your business would have the financial resources to continue should a key individual responsible for producing income be incapacitated or die.

 

We are also able to assist your business to develop a succession plan, so that should partners or shareholding directors die funds are available to buy their share of the business from their beneficiaries and thus compensate family members for their financial loss.

 

To discuss your situation phone 01262 606618 or use our CONTACT FORM.

Our consultancy specialisations:

  • Key man insurance
  • Partnership Protection insurance
  • Share Protection Insurance
  • IHT planning

Book a meeting

In order to visit us

Office hours

Monday to Friday 9am to 5pm

Please phone+(44) 01262 606618

or use our CONTACT FORM

MHI Limited

Portfolio House

1 North Street  

Bridlington

East Yorkshire

YO15 2DZ

 

 

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