06/06/2025
NEW & UNIQUE. FIXED PRICE, SINGLE SOURCE, ALL INCLUSIVE BUSINESS & PERSONAL PROTECTION PLAN IN ONE - FOR SOLE TRADERS AND SMEs
90% of business owners say the same thing…
"I know I should sort out my business protection, but it’s expensive, complicated — and I’ve no idea where to start."
It's true! Who is providing support and complete protection services to businesses? It's so disjointed and expensive it is inaccessible to 90% of businesses. That’s 90% at risk. That is astounding and frankly not right. You can easily see that as a result, there are many businesses and families who suffer the consequences of sometimes legal and protracted circumstances and costs, which is usually also very stressful. Costs, time and effort now though, can understandably outweigh the risks in your mind. Business protection planning can require you to bring together an estate planner, tax and financial advisors, corporate lawyer and a business consultant and more, quite a task. The bills can easily top £6,000+ to put your protections in place.
That is where we step in and slash costs, time and effort. This Plan is designed to be a fixed price all inclusive pack at a fraction of the cost! AND it has so many benefits. We have brought together the resources that a business needs to protect itself and those relying upon it. It is a single source solution that saves on both time, effort and costs.
Just some of the advantages and benefits are :
- Clear fixed pricing and systematic checklist of protections and considerations.
- Two sets of estate planning for the price of one saving you even more £'s
- ESTATE PLANNING FOR BUSINESS IS TAX DEDUCTABLE!
- Operational continuity
- Financial security for your family and business
- Clarity for your business partners and employees (Its is very common for this to be overlooked)
- Business Power of Attorney with guidance on plans & who you appoint as attorneys and executors (If you don’t, family and colleagues likely cannot step in and your accounts and assets will be frozen)
- Business and personal Will in one
- Business and Personal letter of wishes in one
- Review of Business Continuity Trust
- Review insurances for business, “key person” and “buy and sell”
- Super flexible for more complex requirements with single source access to a trusted expert team
- Includes at least 8 hours of my time on consults and document drafting
- 20% off any extra consult time with me the estate planner
- Health and Welfare LPA, Care Planning and additional trusts can be added which in turn can provide a single set of bills for tax deduction purposes
- Interest free payment options are available, see website Costs. Its so easy to get started. Simply complete the authorisation papers, pay your deposit and we can begin.
Protection can be priceless. Protect what matters. Plan for the unexpected. Save money while you do it.
For a complete list of all the products and benefits from this Business Protection Bundle, contact Patricia for a free discussion on your requirements. 01983 722200