The Independent Asset Management Company is authorised and regulated by the Financial Conduct Authority.

Our partners are SR Whiteway, SJ Parkin and BA Rowland-Smith. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk

 

 

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If the worst should happen, is your business protected?

 

A shareholder agreement will ensure business stability, continuity and financial security for private limited companies if a shareholder should die.

 

Without it, the shares may pass on to the deceased shareholder’s family who might prefer a cash sum. In other circumstances, shares can even fall into the hands of your competition.

 

Shareholder protection gives the remaining business directors or shareholders the ability to buy the shares in question.

 

This is usually done by taking out a life insurance policy for each director to the value of their shares before placing these policies in trust so that any payout is available to the remaining shareholders with no tax implication.

 

At the Independent Asset Management Company we can also set up a cross option agreement between the shareholders so that if one director wishes to sell, the option to purchase belongs to the other directors.

Loan, shareholder & partnership protection