Business Protection


Keyperson / Shareholder / Partnership Protection

Businesses may want to protect the key employees within their firm – perhaps the key salesperson, or the IT manager without whom the business will not function properly. Keyperson / shareholder / partnership protection can provide a fixed sum should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business. 

If a shareholder were to pass away, the firms remaining shareholders or directors may want to purchase the deceased’s shares from their estate promptly to maintain control of their business. The same scenario also applies to partners in a firm. 

Roger W Williams Financial Planning Ltd
641A Roundhay Road, Oakwood, Roundhay, Leeds, LS8 4BA

0113 240 1000
contact@rogerwwilliams.com

Roger W Williams Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 504106.
Registered in England & Wales, Company Number 6963157. Registered Office address: 641A Roundhay Road, Oakwood, Roundhay, Leeds, LS8 4BA. Trading address: . Telephone: 0113 240 1000
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
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