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* 1. Is there more than one shareholder/partner within the business?

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* 2. Do you have an up to date Shareholder/Partnership Agreement?

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* 3. Does the business have a plan in the event of the death of a shareholder/partner?

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* 4. Do you know what would happen to a shareholder or partner’s shares on their death or inability to work?

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* 5. Does the company have funds to repurchase shares on the death of the partner/shareholder?

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* 6. Do you want your family to receive a ‘fair value’ inheritance?

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* 7. If you have answered ‘no’ to any of these questions then Shareholder Protection is a strategy that you and your co-shareholders should consider. One of our qualified advisers can discuss the needs of your business with you and suggest how business succession planning can help to meet them. Please complete the contact form below with your name and your preferred contact number and an Adviser will be in contact with you.

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