Business protection

Your key people are your biggest business assets, but are you covered in case anything happens to them? We can help you put the right plans in place.

Gavin Johnson, Brentwood

Good to know: All the financial services provided by Tees in this section are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.

Advice on business protection

If you run a business, you’ll know that your most valuable resource is your top people. Your decision makers, senior management and any directors are vital to the day-to-day running of your business. They’re vital to the success of your business and losing their expertise can have far-reaching consequences. You need to find a way to protect yourself, so if the worse happens it doesn’t become a catastrophe.

An expert financial planner can help. Somebody with the right skills and experience of the market and regulatory framework, and who can show you how to safeguard your business should one of your key people fall seriously ill or die.

How we can help

Our team of advisers can give you all the support and guidance you need. We’ll take the time to understand your company and strategy, then we‘ll explain the different types of protection and how they might be relevant to your business. In any event, we’ll recommend the most suitable path for you and your company.

Key person protection

This one of the biggest steps you can take to protect your business. It involves using life insurance policies to make sure you have the means to:

  • employ a replacement in the event of death
  • employ a replacement in the event of long-term illness or injury
  • carry on despite such a setback

Shareholder protection

This works in the same way as key person protection and uses insurance policies to ensure you have the money to:

  • support business arrangements for shareholders
  • protect a business in the event of the death of a shareholder
  • support the family of the shareholder

Our service covers it all

We can also combine your financial planning and legal management. This way we get to understand you better, and can adapt plans to suit your changing needs. And you get to save time and money. The sort of matters we can bring under this single service include:

  • Inheritance tax planning – will writing, power of attorney arrangements
  • Family law – protection reviews, pension sharing, savings for children, school fees
  • Trust law – investments, diversification, advising trustees, long-term care
  • Commercial/employment law – business protection, pensions, auto enrolment 

What to do next

We build our service around the needs of your business. We listen to what you have to say, and then we find a solution that works for you. We are regulated and authorised by the Financial Conduct Authority, which means we are accountable for all the advice that we give.

Our advisers spell out your options in plain language so you know exactly where you stand. And you can be sure that all our advice and recommendations will be focused on securing the best possible result for your business.

To find out more, give us a call – we offer a free consultation and can even visit you at home if that’s more convenient. Tell us what you want to achieve and we’ll let you know how we can help.

Call our specialist Financial Advisors on 0800 0131165

For a free initial consultation at no obligation. Alternatively, please fill out our enquiry form and an advisor will contact you.

Enquiry form

We understand your situation and our expert team are here to help

Get in touch to speak with someone who can help you move forward.

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Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us:

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

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Tees Notice

The financial services provided by Tees on this page are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.

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