Shareholder/Partnership Protection - LDN Finance

Shareholder/Partnership Protection

If you have a significant share in a business partnership, a partnership or shareholder protection plan may be essential to help your business to continue trading if it suddenly loses a shareholder or partner of the business. These arrangements enable the remaining business owners to buy out the interest of a critically ill or deceased business partner.

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Shareholder/Partnership Protection

We specialise in securing shareholder or partnership protection to suit our valued clients’ requirements.

Without a shareholder or protection plan in place, a limited company, partnership or limited liability partnership could be passed on to a beneficiary with little or no experience of running such a business.

At LDN Finance, we will take the time to listen to your specific requirements to understand exactly what you are looking for with your shareholder/partnership protection plan. From there, we can then present you with several options to best suit your circumstances and guide you step-by-step through the process, from deciding on the amount of cover you need to what type of term basis would work best for your business.

To discuss your requirements in more detail, get in contact with our professional protection team today.

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our values

How we work

01

Service

Service excellence is at the heart of our business. We are renowned for our highly personal and bespoke approach to securing property finance for our clients, ensuring you feel in control and confident throughout your investment journey.

02

Expertise

We thrive in complex, challenging scenarios and work creatively in our negotiations with our trusted network of mainstream, private and specialist lenders to ensure we always secure the best possible outcome for your circumstances.

03

Relationships

We mean it when we say we see you as a valued partner. Our relationship with you is important to us and our team will continue to serve as your personal property adviser long after your first deal with us is completed and over the line.

How LDN Finance can help

At LDN Finance, our experienced, highly professional advisers can assist individual business shareholders in taking out a shareholder or partnership protection plan within a business assurance trust.

Your nominated LDN Finance adviser will take the time to sit down and discuss the specific requirements of your shareholder or partnership protection plan. It can be written for a fixed term or on a renewable term basis. We will also help you to decide upon the amount of cover you need, reflecting your full shareholding within the business, and will arrange for the policy to be written in the appropriate trust.

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Shareholder or partnership protection that benefits business owners and beneficiaries

Having a shareholder or partnership protection plan in place can benefit surviving shareholders and business owners, and can be of great comfort to beneficiaries of the deceased shareholder or business owner. In the event of a claim, surviving shareholders and business owners will be able to fund the purchase of the deceased’s shareholding and retain control over the business, while the deceased’s beneficiaries will receive a pay-out of an agreed amount to compensate the loss of the shares they would otherwise have received. It is crucial to ensure at outset that a suitable shareholder or partnership agreement is written up, a suitable trust is used, and the appropriate beneficiaries are nominated.

At LDN Finance, our highly experienced and knowledgeable team can advise you on the right approach for your business. We can discuss all scenarios ranging from writing your cover in trust, to working alongside your legal advisers to ensure the correct contractual steps are taken. As a truly independent team of advisers, LDN Finance has comprehensive access to the insurance market with direct access to underwriters, allowing us to find the most suitable shareholder or partnership protection plan.

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Testimonials

Our happy clients

My fiancée and I were recommended to LDN Finance when we started our mortgage journey, and the service we have received, and continue to receive, has been outstanding throughout. Phil Levesley initially looked after us and made what can be a very daunting process feel straightforward and easy to understand. He took the time to explain everything clearly, never rushed us, and was always happy to answer any questions we had. Nothing ever felt like too much trouble. As part of the process, we also wanted to explore a number of protection policies, and Phil introduced us to his colleague,

Expert Guidance Every Step of the Way

June 2026

As a returning customer, I would like to express my sincere thanks to the team for their outstanding support during the completion of my property purchase. In particular, Catherine and Darren have been incredibly helpful throughout the process. Their communication, professionalism, and customer service have been absolutely excellent, making the entire experience smooth and reassuring. Many thanks again for all your hard work.

Completion

April 2026

Owen was absolutely amazing and supported me every step of the way throughout the mortgage process. He was always clear, patient, and incredibly reassuring, making what could have been a stressful experience feel smooth and manageable. Bharathy was also really helpful, promptly getting in touch and making sure all the relevant information was handled efficiently. I couldn’t be happier with the service and would highly recommend them both. Five stars without hesitation.

Outstanding mortgage support

February 2026

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Contact our professional and experienced protection advisers today to find the perfect policy to safeguard your financial future.

 

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Prefer to chat? Call us on 020 3903 9875

 

5-star assurance for service and excellence