Business asset protection

Trading Company Share Protection

Secure the value of your shares. Keep BPR.

Business colleagues reviewing share protection arrangements

Who is this for?

Company directors who want to protect the value of their company shares from IHT, divorce, or creditors, while keeping full control of the business.

How it works

Transfer legal ownership
Your shares are transferred into a protected trust structure.
You stay as director
You continue to run the company day-to-day.
Nominee arrangement
You act in a nominee capacity — effectively a trustee acting on behalf of your beneficiaries, usually children or family members.
Beneficiaries set
You decide who benefits.

Key benefits

Immediate IHT protection: Shares will be outside your estate from day 1.
Preserve Business Property Relief: The company maintains its trading status.
Asset protection: Shares are protected from personal claims and matrimonial settlements.
Succession planning: Control when and how shares pass to the next generation.

Typical client

Sarah owns 95% of a £5m business. She transfers her shares into a trust structure for the benefit of her 2 children. She stays on as CEO. On her demise her shares will be inherited by her children free of 40% IHT and without any reference to probate.

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