Helen's Story - planning for separation and divorce

Helen was an existing client who at the age of 37 went through the emotional trauma that separation followed by divorce typically brings. However, she knew it was also a time to make some of the most important and rational financial decisions of her life.

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Key Person Insurance

We were contacted by the Group FD. The parent wanted to insure a director of an exporting subsidiary who had developed new international markets for its goods. The resultant profits made a significant contribution to the group and it wanted protection against its risk of financial loss on death, terminal or critical illness of the key person.

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Share Protection Insurance

We were contacted by the Group MD of a £100M+ t/o company which imports, distributes and manufacturers a raw material. Following an MBO, the directors wanted to retain control of the company on death, terminal illness or critical illness of a co-shareholder and have funds in place to buy his shares.

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