This blog explores the practical and technical hurdles business owners must navigate, both before and after becoming employee-owned. From the exercise of existing options and tax implications to ensuring EMI eligibility and structuring post-EOT incentives, careful planning is crucial….
04/12/2024
Changes to Save as you Earn (SAYE) share scheme bonus rate and the latest insights from HMRC on employee share schemes explained…
12/09/2024
If you’re thinking of becoming employee owned through an EOT, you may want to complete the sale before 30 October to be sure of the current 0% CGT exemption.
With 30 October now the confirmed date for the new Chancellor, Rachel Reeves’ first budget, could there be tax changes that might impact employee ownership trusts (EOTs) and tax-advantaged personal share schemes? Founder and Manging Director, Robert Postlethwaite discusses the various possible scenarios and the implications for employee ownership.
05/08/2024
Robert Postlethwaite, Founder and MD of Postlethwaite Solicitors, looks at whether any of the major political parties have manifesto plans to encourage more employee ownership and whether there is any possibility of changes to the tax incentives….
23/06/2024
For the 10th year in a row, we are delighted to hear the news today that we have been ranked as a leading firm in Legal 500’s 2024 Law Firm Guide.
04/10/2023
e submitted our response to the Government consultation on Share Incentive Plans (SIPs) and Save As You Earn (SAYE) employee share schemes. The aim of the call for evidence from the Government was for them to consider the opportunities to improve and simplify these schemes. Our summarised response….
13/09/2023
The last few months have seen many important changes in the share schemes world that impact existing and new share plans. Some of these came in this April and others will come in next year.
Here is a round up of the changes and what they may mean for you….
01/06/2023
In the Spring Budget 2023, the Chancellor announced some welcome relaxations of Enterprise Management Incentives Schemes (EMI) requirements. Read on to find out more…
15/03/2023
Towards the end of 2022 HMRC announced some important changes to its Guidance on the use of discretion in EMI share options schemes. Now we’ve had some time to digest, here we discuss what they mean to companies operating EMI schemes and what they need to do to keep on the right side of the new rules….
31/01/2023
