Shareholder Protection

Help to ensure remaining shareholders keep control of their business

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What do we offer?

If a shareholder of a business passes away or becomes ill and cannot work, shareholder protection helps to ensure the surviving shareholders can buy all or some of the remaining shares to keep control of their business. The policy will provide the funds that enable them to buy the shares at a pre-agreed value.

We can source you a shareholder or minor shareholder protection arrangement that suits your business, setting out how shares should be valued and giving the shareholders the right to buy shares, or the outgoing shareholder the right to sell.

Why do you need it?

The death or critical illness of a shareholder can be a very unsettling time for both their family and the remaining shareholder directors in the business. The shares pass to the beneficiaries of the estate, most commonly family members, and this situation can cause multiple sources of tension that shareholder protection helps prevent.

For example, if the new shareholders are not interested in running the business or want to sell their shares to a competitor, if they want to impose their will on the business against the wishes of the surviving shareholders, or if the remaining shareholders are reluctant to release funds to buy back the shares themselves – then a shareholder protection policy determines how such a situation is resolved before it comes to pass.

What will you get?
  • A tailored policy that suits your shareholder agreement
  • Peace of mind that you have support and the funds necessary to retain control of your business
  • The guidance of support of a specialist broker, with access to a range of providers for businesses of all sizes.

Our Business Protection Products

Why choose us?

Give your employee benefits a boost

Find out how Shareholder Protection can benefit your business as well as your team.
Give us a call
020 7543 2826
Or, we'll contact you

All the resources you need

We believe in supporting every one of our clients as much as we can. Take a look at our resource hub, where you can find the latest industry insights and news, view key documents and listen to our library of podcasts.

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What do our clients say?

“Focused, thorough search from a market leader you can trust. Excellent response from direct contact. Very professional and understanding of our needs. Spent time covering the market to find the best coverage for the price we wanted to pay.”

Aston Lark Employee Benefits client, via Feefo

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