Business Protection

Business Protection includes key person insurance and shareholder or partnership protection.

Key Person:

  • loss of profits to the company
  • the business pays the premium
  • tax deductible if policy term < 5 years and not substantial shareholder
  • claim subject to corporation tax

Shareholder or Partner:

  • value of shares
  • individual pays the premium for life policy in Trust
  • not tax deductible
  • claim not subject to tax

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35 Finance is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 449269

35 Finance Ltd, IFA, financial advisers, financial advisors, expatriate pensions, expatriate, Independent Financial Advisers, financial planning, investment portfolio management, pensions advice, Trust Review service, fee-based financial advice, Cambridge, Kings Lynn, UK