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When it comes to financial planning, there’s a stark gender gap in terms of both personal wealth and as a career choice. Many women remain reluctant to seek financial advice to support their long term plans. Not taking control of financial affairs remains a real issue for women. It means many could potentially be missing out on opportunities for their money to work harder, but they also risk losing their financial safety net if life doesn’t go according to plan, leading to a retirement that doesn’t suit their intended lifestyle. Meta is an advocate for better financial literacy for women – removing the barriers to women managing their own finances. Meta are working hard with clients to close this divide and provide expert advice for all of our clients Our adviser @Chloe Dunk who is passionate about supporting women to make good financial choices, based on expert financial advice has written more on this topic here https://bit.ly/3GSufUE Meta is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Meta is the trading name of Meta Advisors Limited 'SJP Approved #savings #wealthmanagement #investmentmanagement #education

As well as rewarding the loyalty of his fellow directors, the CEO of an SME under advice from Meta also wanted to protect the ownership of the business, in the event of his death or if he became terminally ill by offering them company shares. To ensure his wishes can be honoured, with little impact on the business, the Meta Adviser helped put in place a shareholder insurance policy. The policy allows for the surviving directors to potentially receive significant shareholding, paid for by the company protection scheme, while at the same time providing security for the CEO’s family, who -as members of the estate - would be well paid for these shares. This proactive measure means the Meta client has peace of mind that in the event of their death or inability to work, their business will continue to operate according to their wishes, while at the same time their family will receive a significant sum of money for their shares, which will enable them to maintain a lifestyle or plan for the future. Read more about the different types of protection Meta advises client on in a blog (link) written by our adviser @Adam Farina https://bit.ly/4av9ImE Meta Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Meta is the trading name of Meta Advisors Limited 'SJP Approved xxxxxx’ #businesssupport #personalprotection

The loss of a shareholder can be a traumatic time for a business, with lots of uncertainty and often disputes over how the company should carry on. Without succession planning, preparation and policies in place, a deceased business owner's shares would pass to their estate, leaving it up to their family to decide what should be done with the shareholding. This could mean a family member with little business experience could try to change the direction of the company or perhaps sell the stake on to someone else, at worst a rival. Meta advises its clients to take out life insurance policies, with the option of critical illness cover, on all shareholder’s with an additional cross option agreement, that will compel the estate to sell the bequeathed shares to the remaining shareholders and if necessary ensure the remaining shareholders buy the shares using funds provided by the insurance policy. As well as rewarding the loyalty of his fellow directors, the CEO of an SME under advice from Meta also wanted to protect the ownership of the business, in the event of his death or if he became terminally ill by offering them company shares. You can read more about the different types of protection in a blog (link) written by our adviser @Adam Farina https://bit.ly/4av9ImE Meta Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Meta is the trading name of Meta Advisors Limited 'SJP Approved xxxxxx’ #businesssupport #personalprotection #shareholderprotection

A question we are often asked is when should a business take out insurance? The minute you own a cat or a dog, you buy pet insurance. If you purchase a new smart device you add it to a home insurance policy and as soon as a holiday is booked the prudent thing to do is to insure it against cancellation or the travellers against injury when abroad. Really, the moment one owns a business that has assets and is operating as a going concern, they should consider some form of protection for that business, its key people and its shareholders. The type of insurance and scale of the premium will often depend on the size and nature of the business, but the minute the cover is in place, as a business owner, partner or shareholder, you are covered, and your legacy – and future business plans –are protected should the worst happen. You can read more about the different types of protection in a blog (link) written by our adviser @Adam Farina https://bit.ly/4av9ImE #businesssupport #personalprotection #businessprotection