An Introduction to Shareholder Protection & Cross Option Agreements in Estate Planning

Introduction

The unexpected loss of a majority shareholder can have a devastating effect on a company.

This webinar provides a comprehensive introduction to complex estate planning solutions for company directors including how to implement shareholder protection utilising cross option agreements.

The webinar will the discuss the key issues around share protection including how to set up the trust structures, who pays for the policy and the equalization of policy premiums.

Poorly drafted cross option agreements can result in the loss of business property relief (BPR), this webinar considers the key drafting points required to ensure (BPR) is retained on the death of a shareholder.

What You Will Learn

This webinar will cover the following:

• Introduction to shareholder protection (BPR)
• The importance of the Articles of Association
• The transfers of shareholdings on death
• Exercise of transmittees’ rights
• Drafting cross option agreements - key issues
• Share protection (insurance policies)
• Equalization of insurance premiums
• Share protection trust and tax implications
• A full case study example

This pre-recorded webinar will be streamed at 12:30pm on Friday 18th November 2022 and will remain available to view by delegates who have registered by then for 90 days.