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Shareholder Protection

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Business protection for the unexpected.


Whether your business is a partnership or a limited company, one of the biggest risks is the death or critical illness of a shareholder or partner.

Without the right measures in place, the shareholder or partners stake in the company may be passed to their beneficiaries who may take over their share without the necessary business knowledge or worse, sell them to a competitor.

In the interests of financial security, business stability and continuity it is important to have a plan. Providing a safety net to protect your business should not be an option, it should be a necessity. Having the right protection in place will ensure that shares from the deceased partner’s/ director’s estate can be purchased.

At Platinum Financial Planning we have gained many years of experience helping business owners to establish business protection arrangements.

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