SHAREHOLDERS

As the owner of shares in your business, your focus is probably on working with your fellow shareholders to make the business successful.  The world is an uncertain place however, and should something untoward happen to you, would your beneficiaries share the same goals for the business?

Your fellow shareholders may have to work with partners who have little or no interest in the business and your beneficiaries could find themselves in the unfortunate position of owning shares which nobody is prepared to buy.

As always, effective planning is key to ensure situations like this don’t arise.

We will identify your requirements and discuss potential solutions that will provide your fellow shareholders with the means to purchase your shares and allow your beneficiaries to realise the market value of your shareholding.

This is known as share purchase assurance and represents one element of succession planning that deals with the purchase and sale of shares following the death of a shareholder.

It’s an arrangement that ensures that the surviving directors can receive the deceased’s shares in order to continue the business without involvement from external or inexperienced shareholders. Additionally, the deceased’s estate receives a cash sum for the value of those shares.

Deciding whether share purchase is actually required – including how it should be structured – is fundamental to the process. We will help you make that decision.

Testimonials

I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards
Manager

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