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Business protection

PDF

Application forms

A handy checklist when writing business protection

Download checklist
Corporate shareholder protection
  • Capital Gains Tax treatment of sales of shares to a company
  • Companies Act 2014 - Life Advisory Services guide
  • Put and call option agreement
  • Shareholder protection - an adviser guide
  • Shareholder protection - an introduction for advisers
Personal shareholder protection
  • Shareholder Protection - an adviser guide | Bline
  • Shareholder protection - an introduction for advisers

 

  • Shareholders Trust
  • Shareholder buy/sell double option agreement
Partnership insurance
  • Partner Trust
  • Partnership buy/sell double option agreement
  • Partnership insurance - an adviser guide
Keyperson insurance
  • Keyperson cover - an introduction for advisors
  • keyperson cover - adviser guide
Advisory Services supporting documents
  • you and your business booklet
  • Technical guide to business protection
  • Tax treatment for corporate investors
  • Tailored solutions for protecting your wealth - client brochure
  • retirement relief from CGT
  • retirement relief -a case study
  • passing on business assets
  • investments by a company
  • documentation required to put business protection in place
  • company proposed business
  • client - quick guide to business protection
  • are you maximising your business protection opportunity
  • business protection - client flyer

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Irish Life Financial Services ltd. is regulated by the Central Bank of Ireland. Irish Life Assurance plc. is regulated by the Central Bank of Ireland.
Irish Life Financial Services ltd and Irish Life Assurance plc Registered Office - Lower Abbey Street, PO Box 129, Freepost, Dublin 1. Phone: 01 704 2000. 
Irish Life Financial Services Registered Number 489221. Irish Life Assurance plc Registered Number 152576.
In the interest of customer service, we will record and monitor calls.

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