(PFS) Shareholder/Partnership Protection
The death of shareholder or partner often causes significant turbulence with-in a business and lead to an increased risk of poor performance and a higher incidence of business failure. Both the deceased’s estate and surviving business owners can be left financially compromised if suitable arrangements are not in place and furthermore the livelihoods of employees, suppliers and customers could all be impacted. Shareholder and Partnership protection arrangements are designed to mitigate this turbulence and ensure that all relevant parties are treated transparently and equitably, and the business is left with the best chance of continued success
Our learning objectives for this session include :-
- Understanding the need for Shareholder/Partnership protection.
- Reviewing the various different arrangements that can be used to fulfil our client’s Shareholder/Partnership protection needs.
- How to implement an effective Shareholder/Partnership protection arrangement.
- Understanding the relevance of cross option agreements and premium equalisation.
Venue
- Online
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.