Company Protection

 

To ensure that your loved ones inherit the value of your hard work, you’ll need Company Protection if you own shares in a company.

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Employees are the backbone of any business. Protecting your buildings and equipment is essential, but taking care of your employees is equally important.

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It can be devastating for your business when an owner, shareholder, or key employee is lost.

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Company Protection is succession planning for your business.

Benefits of Company Protection

  1. Key Person Protection – If you have someone in your company who holds the key to your customers, this person is more valuable than a salary. An important person is someone whose knowledge, creativity, inspiration, and skills are necessary for a company’s viability or growth. Should this person die or become incapacitated, the company should consider how to replace them financially.
  2. Shareholder Protection – It is logical advice to follow the saying, “don’t put all of your eggs in one basket.” Still, when we put all our heart and soul into running our own business, we sometimes need to use our resources to get it off the ground and keep it going. Shareholder Protection can provide a succession plan for your business.

Estate Planning Made Easy and Seamless

When most people hear the term "estate planning", images of the Monopoly Man likely come to mind. Of course, the wealthy are commonly associated with the estate planning process because they know how to benefit from a complex web of laws that enable them to leave their assets to future generations most efficiently (and with the least tax burden).

But estate planning is much more than trust funds and inherited wealth. A comprehensive estate plan can benefit practically anyone--from instructing family members who should take over your company to gifting assets in bank accounts in the event of the untimely death or disability of the parents to ensuring that one's medical wishes are followed.

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Other Services

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Estate Planning

Everyone has possessions they will leave behind when they die and should make provisions for how they want these to be distributed.
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Wills

Without a Will, the Court of Probate makes decisions on your behalf –  the risk being your possessions will not be distributed as you would like.
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Trusts

Your property passes immediately and directly to your named beneficiaries whenever needed with the right type of trust in place.
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Power of Attorney

You choose who makes decisions, in keeping with your preferences, for the handling of your medical care, assets, and investments.
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Guardianship

Ideally, guardians should be appointed in a Will and a Deed, giving them immediate access to take charge of the care of children.
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Digital Wills

Manage the fate of your online presence and assets in one document without having to make arrangements with each site.
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Cross-Border Planning

It is important to consider your overall tax status when you marry or move to another country or invest in an asset away from home.
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Set Up A Consultation

Reach out to the experts at Carey Suen today and begin putting plans in place to secure the future of your legacy.
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UK Citizens

Special rules apply to the calculation of inheritance tax on the global assets of UK passport holders who live outside the UK.
We specialize in a diverse set of bespoke wealth management solutions meant to protect you and your assets from both the uncertainties and eventualities of life. Our services include:

  • Helping you stay in charge of what happens to your possession when you die.
  • Ensuring your beneficiaries (especially those most vulnerable) are taken care of.
  • Catering to the tax concerns of UK citizens who live abroad as well as those with international family ties or investments
  • Helping you secure your digital property in an increasingly digital world.
  • Providing advice and solutions for leader replacement in cases of retirement or death.
  • Ensuring someone is assigned to carry out your wishes in the event you are unable to do so.

All of our processes require an in-depth knowledge of the laws and taxes applicable locally and globally.

They also require the flexibility to create unique solutions that cater to the specific situations and scenarios our clients bring to us.

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