(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.