Established 1994

International Protection

Protection Insurance Guides

In-depth guides on international life assurance, critical illness, income protection and universal life insurance — covering how policies work, how underwriting differs for expats, tax treatment, and how to choose the right provider.

Business Protection

Keyman insurance, relevant life policies, shareholder protection, employer group risk schemes and commercial liability cover.

Business Protection

Group Life Assurance and Death in Service Benefits: An Employer's Guide

Registered versus excepted group life schemes, benefit multiples, expression of wishes and discretionary trusts, Spousal Bypass Trusts, lump sum and death benefit allowance interaction, and HMRC approved lump sums.

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Business Protection

Group Life Assurance for Employers: The Business Case and Practical Guide

Group life assurance is one of the most cost-effective employee benefits an employer can offer. This guide explains how group life schemes work, the registered versus excepted scheme choice, and the tax position for employers and employees.

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Business Protection

Group Life Assurance for International Businesses

How group life assurance schemes work for businesses operating across multiple countries, covering scheme design, free cover limits, trust structures, and global pooling arrangements.

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Business Protection

Group Life Assurance for Multinationals: Tax Treatment, Structure, and Cross-Border Considerations

How multinational employers should structure group life assurance for international workforces, covering tax efficiency, domicile of the scheme, and death benefit payments across borders.

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Business Protection

Group Life Free Cover Limits: How They Work and What Employers Need to Know

The free cover limit determines when individual medical underwriting applies to group life schemes. Understanding it protects employers from unexpected costs and gaps in employee cover.

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Business Protection

Group Life Insurance for International Employers

Providing meaningful death-in-service benefits to a geographically dispersed international workforce requires careful structuring — local schemes alone rarely give sufficient coverage.

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Business Protection

Group Private Medical Insurance for Employers: Design, Tax, and Market Guide

Employer-funded group PMI is one of the most valued employee benefits in the UK. This guide covers scheme design, insurer selection, P11D and NIC treatment, flex benefits integration, and the special rules applying to small businesses — everything an employer needs to offer a competitive and tax-efficient medical scheme.

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Business Protection

Group Protection Scheme Design: Building a Coherent Employee Benefits Strategy

How to design a joined-up group protection programme combining life assurance, income protection, and critical illness cover — balancing cost, tax efficiency, and employee value.

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Business Protection

How to Calculate Key Person Insurance Cover: Four Methodologies Explained

A practical guide to valuing key person insurance for businesses — covering salary multiples, profit-based approaches, loan matching, and share purchase valuation, with HMRC guidance on deductibility of premiums.

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Business Protection

Income Protection for Professional Service Firms: Partners, LLPs, and Practices

Partners and LLP members do not have an employer to fund sick pay — their income comes from profit share. This guide explains income protection for professionals in partnership structures.

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Business Protection

Key Person Insurance Explained: Risk Assessment, Policy Structure, and Review

Key person insurance is straightforward in concept but requires careful structuring. This guide covers how insurers assess the risk, what management accounts they need, how to structure the policy through a limited company, and when and how to review the cover.

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Business Protection

Key Person Insurance Valuation: How to Calculate the Right Sum Insured

Calculating the correct sum insured for key person insurance requires a systematic approach. This guide explains the main valuation methodologies, HMRC's test for who qualifies, and the tax treatment of premiums.

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Business Protection

Key Person Insurance for Businesses with Overseas Subsidiaries and Hub Structures

How internationally operating businesses should structure key person cover across holding companies, overseas subsidiaries, and regional hub entities.

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Business Protection

Key Person Insurance for Internationally Operating Businesses

How to structure key person insurance for businesses operating across multiple countries, including sum assured calculation, tax treatment by jurisdiction, and cross-border underwriting.

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Business Protection

Key Person Insurance: The Complete Business Guide

Key person insurance protects a business against the financial impact of losing a vital employee or director through death or critical illness. This guide covers coverage methods, HMRC tax rules, and when to use it.

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Business Protection

Keyman Insurance for International Businesses: A Complete Guide

The sudden loss of a key person — a founding director, a lead salesperson, a technical specialist — can devastate a business's finances. Keyman insurance provides the capital to absorb that shock and keep the business operational.

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Business Protection

Keyperson Insurance: Tax Treatment Explained

The tax treatment of keyperson insurance is one of the most misunderstood areas of business protection. Whether premiums are deductible and whether payouts are taxable depends on the purpose of the policy — not the label on the tin.

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Business Protection

Life Insurance for Business Owners: Key Man, Shareholder and Director Protection

Business owners face unique protection needs beyond personal life insurance. Key man cover, shareholder protection, and the relevant life plan each serve a distinct purpose — and getting the structure right matters as much as the sum insured.

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Business Protection

Management Liability Insurance: Protecting Directors and Officers

Directors' and Officers' liability, the Side A/B/C structure, FCA and SRA investigations coverage, run-off on departure, and why management liability matters for SME directors as much as large-cap executives.

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Business Protection

Partnership Protection Insurance: Protecting Professional Practices

The death of a business partner can legally dissolve a partnership under the Partnership Act 1890. Partnership protection insurance, combined with a robust partnership agreement, prevents this and funds a controlled share transfer.

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Business Protection

Professional Indemnity Insurance for Internationally Mobile Consultants and Advisers

A practical guide to professional indemnity insurance for consultants, advisers, and specialists who work across multiple jurisdictions and regulatory regimes.

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Business Protection

Professional Indemnity Insurance: A Guide for Professionals and Consultants

PI insurance for solicitors, accountants, advisers, and consultants: retroactive date, run-off cover, claims-made versus occurrence basis, regulatory minimum requirements, and overseas professional activities.

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Business Protection

Protecting the Business Against the Loss of a Key Woman

Around one in five UK businesses are women-led, yet women-owned businesses remain significantly under-insured against key person risk. This guide addresses the specific business protection planning needs of women founders, directors, and business owners.

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Business Protection

Protection Planning During and After a Business Sale or Exit

A business sale creates specific protection risks that are often overlooked: the key person who dies during the transaction, the earn-out that is lost to critical illness, and the management team that now needs cover the exiting founder had. This guide covers the full protection picture around a business exit.

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