Welcome to our new business protection toolkit
For intermediaries only
- Own life policy held under a business trust (PDF)
- Partnership protection - the automatic accrual method (PDF)
- Equalisation of policy payments (PDF)
- Shareholder protection - Companies Act 2006 (PDF)
- Shareholder protection - an unquoted company buying its own shares (PDF)
- Taxation of key person policies (PDF)
- Relevant Life - should the company be a corporate trustee? (PDF)
- Sample single option agreement (DOC)
- Sample double option agreement (DOC)
- Draft board minutes (DOC)
- Business continuity and succession planning forms (PDF)
- Business protection infographic (PDF)
- Business protection liability audit (PDF)
- Business intestacy audit (PDF)
- Business property relief sales aid (PDF)
- Immediate cover facility for Business Protection (PDF)
- Tax-efficient protection planning for the small business (PDF)
- See the devastating impact the death of a business partner can have on a business - and the family that’s left behind - when no business protection plans have been made.
- See how insurance against life’s uncertainties helped three-times cancer survivor Patrick’s business continue.
- Find out how our key person replacement service can provide help and support for our Business Protection customers.
- All our protection customers have access to a health and wellbeing service. Find out more.