The solution Wyke Business Protection carried out a detailed fact-fi nd to understand the shareholders’ needs and medical profi les. Working in partnership with the company’s accountant and legal advisers, the team designed a bespoke protection strategy: ■ An own-life in trust policy tailored to each shareholder. ■ Cover aligned with the company valuation, verifi ed by the accountant.
■ A legally robust shareholder agreement and cross- option arrangement drafted by the client’s legal team.
Unlike standard off -the-shelf agreements sometimes
off ered by insurers, this bespoke approach ensured that all legal, fi nancial, and medical considerations were fully aligned, creating a gold-standard solution.
The impact With protection in place, the business now has a robust, resilient structure that safeguards against disruption in the event of death. Both shareholders have peace of mind knowing the company can continue without disputes, while their families are fi nancially protected. T is integrated approach, combining legal, fi nancial
and advisory expertise, highlights Wyke’s ability to deliver comprehensive protection strategies that go beyond insurance alone.
Daniel Wyke, Managing Director of Wyke Business
Protection, said: “Our mission has always been to provide clarity and continuity for business owners. T ese early months have shown there is a real appetite among SMEs for tailored protection strategies, and we’re proud to already be making a measurable impact.” Gareth Smith, Director of Business Protection, added:
“Business protection is too often overlooked until it’s too late. By working closely with accountants, solicitors and business owners, we’re able to deliver solutions that are not only eff ective but also legally and fi nancially watertight.”
Business owners who want to protect their companies can book an appointment via the QR code or visiting
https://calendly.com/ gareth-wykefi nancial/bp-sp-meeting Find out more at https://wykefi
nancial.co.uk/ business-protection/
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