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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 LDNfinance, 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 LDNfinance can help

At LDNfinance, 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 LDNfinance 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 LDNfinance, 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, LDNfinance 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

LDNfinance were extremely helpful throughout the process of getting my insurance sorted. Although a difficult process, with a number of stakeholders that needed to be contacted, they managed the communication very well. Professional, proactive and very helpful. Would absolutely recommend!

Mr. B

November 2020

I have used LDNfinance for years for my mortgages and insurance. They are consistently efficient, professional and experienced. Would recommend to anyone.

Ms. F

August 2021

Provided excellent advice on protection policies for our mortgage. Naomi provided an exceptional service with prompt responses. She was very friendly and approachable and made the process easy to understand. We highly recommend LDNfinance.

Ms. F

January 2021

we are here to help

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

 

Prefer to chat? Call us on 020 3903 9875

 

5-star assurance for service and excellence