Business protection

This section contains information to help you support your corporate clients meet their business protection needs. 

Introduction 

What is business protection and how can it be used to protect a business from the effects of a key person being diagnosed with a critical illness or dying.

Business protection for partnerships, LLPs and sole traders 

Business protection for partnerships and membership protection

Business protection for companies

CPD | The business owner and catastrophe planning

In this webinar we unpack essential protection and pension planning tips for business owners, especially those relying on their business to fund retirement.

We’ll break down the ‘wholly and exclusively’ rule, explain how dividend taxation works, and compare the pros and cons of extracting profits via salary, dividends, or pension contributions.

You’ll also explore why protection planning is a must, with insights into exit strategies, identifying protection gaps, and the impact of losing a key person. Plus, learn how to use cash flow modelling to bring protection conversations to life with clients.

CPD | Workplace pensions and business protection

In this webinar we delve into the intricacies of workplace pensions and business protection. Learn how to navigate the workplace pensions market, support both employers and employees.

 

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Ask any specific questions you might have about the world of pensions or protection to our technical experts.

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