Share schemes and equity rewards can offer a great solution. Our team can help you identify and design the right plan for your business needs, and then implement that plan, including focusing on the key aspect of employee communications. Our servicesWe advise on HM Revenue & Customs (HMRC) tax-advantaged plans including:
We also work with businesses to review overseas equity plans for UK use, and to develop bespoke equity incentives to meet specific needs, including:
As part of our services above, or separately, we work with stakeholders to provide share valuations for tax purposes that can be used as part of a tax advantaged plan, or to fulfil obligations in respect of HMRC - such as “best estimates” for PAYE purposes or confirming the amount of self-assessment income tax to pay. Our experienced team provide annual support to businesses to fulfil their Employment Related Securities (ERS) reporting obligations. We provide advice on and complete annual returns for tax advantaged plans and the ERS “Other” return, which covers any other reportable equity movement. We also provide transactional support in relation to employee incentives, including pre-sale health checks of existing incentive arrangements, due diligence exercises, the exercise of shares options on a sale and the disposal of ERS. |
“Very few top companies reward their staff through salary alone. To attract the best talent, you need the right mix of tax efficient share incentives, bonuses and other benefits." Amy Reynolds, Partner. |
If you require support or further information with your equity reward strategy, please get in touch today.
It’s easy to see why Employee Owned Businesses (EOBs) are becoming an increasingly popular choice of business model in the UK. They have the ability to generate enhanced productivity, have greater engagement and increase innovation.
The expected changes to the Company Share Option Plan (“CSOP”) were confirmed in the Spring Budget – an increase in the limits from £30,000 to £60,000 and the removal of restrictions on the type of shares that can be used from 6 April 2023. This will increase the flexibility and attractiveness of a CSOP for companies who do not qualify for an Enterprise Management Incentive (“EMI”) Plan.
Download our Employers’ tax calendar to stay up to date with the new financial year.
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