This session will cover:
· Ownership – Options to protect the business (and beneficiaries) against death of a business owner or partner and consequences of getting the planning wrong;
· Profit – Key Person cover;
· Debt – Business loan protection;
· Relevant Life – A hugely tax efficient way for directors and key employees to fund their life cover needs;
· Group Life – Beware the impact of the Pension Lifetime Allowance.
As well as factsheets to take away, case studies will be used to highlight opportunities and vulnerabilities.