Helping Business Owners Protect their Business & Family with Tax efficient Protection Solutions and Trusts

Your Business, Protected with Confidence

The Business Protection Gap in the UK is massive. Most businesses have heard of key person insurance but generally have no idea what the policy and how to set it up. Most business owners have no idea what a relevant life policy is and how it can help save them 49% on paying for personal life insurance. Executive income protection is something that most accountants have never heard of let alone a business owner. But all these policies are very important and need to be a part of the majority of business owners  personal and business protection plans. We do things differently. We don’t use scare tactics or hard sales to sell protection. We analyse your existing protection solutions and recommend the best solution for your circumstances. We work with over 30 accountants and professional introducers who trust us with their clients. This is testament to our knowledge and expertise in this area.

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Service

How I Can Help You

Relevant Life Policies

Tax efficient death in service with or without employee significant illness.

Shareholder Protection

Allows the shareholder family to sell the shares on the death of a shareholder.

Business Loan Insurance

Protect business loans, overdrafts or directors loans.

Key Person Insurance

Identify key persons, calculate sums assured and set up as tax efficiently as possible.

Executive Income Protection

Tax efficient income protection for directors or valued employees.

Group Life Schemes

We can set up group life schemes for your employees life only or critical illness too.

How It Works?

A Simple Process to Get You Covered

Whether you’re new to business protection or want to improve your existing cover, here’s what working together looks like — clear, structured, and fully tailored to your business.

Ready to Secure Your Business?

Let’s make sure your people and profits are protected — properly.

Replies within 24 hours

1
Make a Confident Decision

Decide to protect your business, your team, and your future. It all starts with a simple conversation.

2
Book a Consultation

Schedule a no-obligation meeting where we’ll explore your business needs and current setup.

3
Review & Agree on the Plan

Get a clear, personalised strategy with no jargon. Once you’re happy, we move forward at your pace.

4
Transformation Completed

We handle the paperwork and implementation, ensuring every policy is aligned with your goals.

Testiomonials

Clients We have helped

Get a Consultation

If you have any questions, feel free to contact with us