Share Protection
As a shareholder you want to know that your investment is in safe hands - at all times. But the death or critical illness of a main of a main shareholder could throw your company into chaos.
- What will the beneficiaries do with the shares?
- Will they try to sell them & who will buy them?
- Are the beneficiaries suitable co-owners?
We can guide you through the pitfalls and legislation so that you have a clear, concise plan so your company can recover quickly following the loss of an integral business owner.
To talk through in more detail contact me for an informal discussion or review.
La Playa: Investing with Intelligence:
- Independent professional advice
- “Can do” culture
- First class personal service
Mike Palmer Dip PFS
Financial Services Manager
mike.palmer@laplayainsurance.com
 | Talk to me on 01223 200674 |
Testimonial
“La Playa offers a professional, personal and individual service.”
Godfrey L, Private Client
