A guide to protecting your business

Understand the financial risks to your business and how you can protect against them.

Is your business at risk?

Running and building a business is often a full time, all-consuming occupation. So what would ‘business life’ be like in the event of the death or serious illness of you, your co-owners or a key employee?

We have put this guide together to ensure that you understand the financial risks that death and serious illness can bring, and to enable you to make decisions on how best to protect yourself, your family and your business.

Ready to protect your business?

Our extensive guide explores the financial risks that death and serious illness can bring, and the ways in which you can protect against them.

Display of the protecting your business financial guide front cover and pages

This guide will cover:

The risks to your business of death and serious illness and the financial problems that can arise from them.

How to protect against the financial loss associated with the death or serious illness of a business owner or key employee.

How to build a succession plan and prepare for what would happen to your share in the business.

Please register your details below to access the guide

* indicates required field.

Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.

Once submitted, the guide will be available online to download.

Sending...

Please complete all required fields before sending.

Thank you for registering your details.

You will be redirected to the download page now.

Sorry there seems to be a technical issue

Important information

This guide is provided strictly for your general consideration only and represents our understanding of the law and HM Revenue & Customs practice as at 6 April 2024, including proposals in the Finance Bill 2022. The guide is not intended to (and does not) represent advice. It is essential that no action is taken or refrained from being taken based on this guide alone. Specialist advice (as referred to throughout the guide) is essential. Accordingly, neither Investec Wealth & Investment (UK) nor any of its officers, employees or contractors can accept any responsibility for any loss occasioned as a result of any such action or inaction.

The value of tax reliefs depends on your individual circumstances. Tax laws can change. The Financial Conduct Authority does not regulate tax, Will or trust advice. The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

Featured insights

{[post._title]}

{[$index + 1]}

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.