Shareholder or Partnership Protection Plan

Shareholder/Partnership protection is a tailored life insurance plan providing financial security to Limited Companies and Partnerships to ensure surviving owners remain in control of the business.

  • Affordable solutions
  • Structured to your business circumstances
  • Financial support to enable surviving shareholders to retain control of the business
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We’re with you every step of the way

From helping you understand your business needs through to arranging cover, we’re here to help. You can rely on us should a claim ever be made
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A simple business policy to set up

Shareholder protection can be easily set up, and life cover can often be arranged immediately
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Tailored cover

Choose the amount that’s paid out in the event of death
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Claims settled quickly

Prompt payment directly to your business to purchase shares from the deceased’s estate and regaining control of your business.

Ready to get covered?

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Talk to one of our consultants

The first step is to arrange a chat with one of our team.

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What medical information will I need to provide?

The insurers we work with will normally require the life assured to complete an application with details of their health and medical information. The insurers set an underwriting limit below which they will not be required to provide medical evidence. However, any pre existing conditions will need to be declared.

How are claims paid out?

In the event of a claim, the insurers pay the lump sun benefits to the business. We aim to settle all claims promptly.

How long will it take to get covered?

In some cases cover can be arranged immediately. The fastest way to arrange cover is to call us on 01534 502000 or 01481 241534.

Can I use this cover for our business loans?

Yes, Life Cover can be arranged in conjunction with a business loans

How do I get a quote?

The easiest way to get a free, no obligation quote is to call us on 01534 502000 or 01481 241534, or use our contact form, and a member of our team will be in touch.

We give our clients clear, practical advice that helps them reach their financial goals. One day we all want to stop working, and we can help you prepare for that.

Advice you can trust


Clarity with integrity

“Working with you to provide a straightforward, cost-effective, and in some instances, tax-efficient way to protect your business for the future”