Your business protection toolkit
For intermediaries only
Vault
- Guide to business protection (PDF)
- Guide to developing professional connections (PDF)
- Sample letter from adviser to solicitor or accountant (DOC)
- Sample flyer from solicitor or accountant to client (DOC)
- Continuity and succession planning for your business (PDF)
- Sample business protection factfind (DOC)
- Guide to business protection (PDF)
- 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)
- Sample board minutes (DOC)
- Guide to business protection (PDF)
- Business Protection – Business trust - new policies only (PDF)
- Deed of appointment of beneficiaries by trustees (PDF)
- Deed of appointment of additional trustees (PDF)
- Declaration of trust for a Relevant Life policy (PDF)
- Personal Protection – Flexible trust deed (PDF)
- Business succession planning arrangements
- Your guide to our Relevant Life trust (PDF)
- Trustees' responsibilities (PDF)
- Relevant Life signature-free trust terms and powers (PDF)
- 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)
- Business protection menu (PDF)
- Executive income protection cases study (PDF)
- Immediate cover facility for Business Protection (PDF)
- Our faster, smarter online protection service (PDF)
- Policy Plus support services (PDF)
- Policy Plus – helping your clients to move forward (PDF)
- Relevant Life at a glance (PDF)
- Relevant Life tax advantages (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.
- 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.
- Our second medical opinion service is available to all our protection customers –offering a confidential face-to-face consultation with a UK-based specialist. Find out more.