Business protection

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.

• A guide to business protection

Business protection for partnerships, LLPs and sole traders 

• Introduction
• Key person protection
• Tax implications
• Loan protection

Business protection for partnerships and membership protection

• Partnership and membership protection
• Tax implications

Business protection for shareholders

• Shareholder protection
• Company buyback of own shares
• Tax implications
• Wills

Business protection for companies

• Key person protection
• Tax implications

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.

• The business owner and catastrophe planning

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.

• Workplace pensions and business protection: what your clients need to know - CPD