Our Service

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You will need an employee share scheme that’s been carefully designed to achieve particular business objectives, not an off-the-shelf or commodity solution.  Our focus is on helping you find the right design for your employee share scheme, then putting it in place.

We work directly with companies or through other professional advisers on employee ownership in its various forms. We know that your company or client faces its own unique challenges.

Key stages in our service

If you ask for our help in creating your share scheme, these will often be the principal steps:

Listening

We’ll ask you to tell us about your business, future plans and why you want an employee share scheme.

Design

You may be familiar with some of the common technical terms such as EMI options, employee ownership trust (EOT) and unapproved options.  We will explain clearly the choices available to you and we will recommend to you a carefully considered solution.  Sometimes there will be a choice.  Our recommendations will be tailored to your company’s particular needs. We’ll explain clearly and concisely how it will work, any tax points and the principal legal steps you’ll need to go through. We can also run financial models to help you decide how many shares you need to use.

Implementation

We will produce the legal documents, using our tried and tested writing style and guidance notes to ensure you understand what they mean. We will also look after all necessary clearances – for example with the HM Revenue and Customs.

Communication

For your employee share scheme to succeed, you will need to explain it clearly and simply to your participants when it’s launched, and keep them informed about your company’s performance over the scheme’s life. We can help with this.  We produce crystal clear employee share scheme communications – written guides, slide shows, intranet pages and other media – using communication styles suitable for your particular employees and your chosen employee share scheme.

Training

If you have employees who need training in share schemes or how to be a trustee of an employees’ trust, please tell us about your needs and we will suggest a training solution. We are enthusiastic and engaging training providers, able to demystify employee share schemes for any audience.

Aftercare

We can help you address any questions or issues arising during the life of your share scheme, and, if you require, can arrange for assistance with your share scheme administration, or for this to be outsourced.

How we can help you

We are always happy to meet you for a free initial consultation, at our offices, without commitment about how a share scheme might help your business.  If this is not convenient we can talk over the telephone or discuss your objectives and possible ways of achieving them by email.  Please do contact us if you would like to discuss your requirements further.

If you would like to explore how employee ownership or an employee share scheme might be introduced in your company, please contact us for an initial discussion.

We are happy to meet at our offices without charge or commitment and will be very pleased to hear from you.