All the reasons why
just the way you want them
This section contains reasons why paragraphs for relevant life policy, key person, loan or ownership protection that you can copy and paste into your own documents. Simply choose a type of cover from the links below, and this will take you to a page where you can select the paragraphs you need.
Below is a sample of the types of fields you will find within the reasons why sections.
Please note these are not links.
Introduction
Introduction
Cover purpose
Individual or company share purchase
Automatic accrual
Type of cover
Life Cover
Critical Illness Cover
Life or Critical Illness Cover
Income Cover for Sickness
Method of payment
Level cover
Increasing cover
Decreasing cover
Method of calculation
Multiple of profits
Multiple of salary
Proportion of salary roll
Setting up the plan
Own life under business trust
Life of another under business trust
Life of another
Life of another under a relevant life policy
Rate details
Guaranteed rates
Reviewable rates
Taxation
Companies - own life under business trust
Companies - life of another
Partnerships - own life under business trust
Partnerships - life of another under business trust
Partnerships - life of another (partner)
Partnerships - life of another (employee)
Sole trader - own life under split trust
Sole trader - life of another
Other documents
Cross option agreement - individual share purchase
Cross option agreement - company share purchase
Cross option agreement - life of another (co-owner)
Business trust
Split trust
Letter to HMRC
Board/partners resolution - companies
Board/partners resolution - partnerships
About Bright Grey
Why Bright Grey
Helping Hand
