The Advisory

Insurance resource

The shareholders insurance guide.

What happens to a shareholding if an owner dies or can no longer work, and how to agree that in advance.

Free guide

Tell us where to send it.

Free, instant, no obligation. You will get the download straight away.

By submitting, you agree to our privacy policy. Our disclosure statement explains how we work and how we're paid.

What is inside

  • How buy and sell arrangements work with insurance behind them.
  • Why the shareholders agreement and the policy must line up.
  • Ownership and tax matters to raise with your advisers.
  • A checklist to take into your next board discussion.

Related advice

Prefer to talk it through with an adviser at SHARE - The Advisory?