Employee Incentives
and Ownership
Elevate your talent strategy with tailored employee incentive schemes.
Finding the right talent in today’s competitive landscape is only half the challenge. Retaining it can be even harder. Offering tax-efficient employee incentive schemes can be a great way to reward high performance and encourage loyalty.
There’s no one-size-fits-all approach to these schemes.
Each one comes with its own complex requirements, tax implications, and suitability, depending on your business’s goals.
Combining deep tax expertise with robust valuations experience, we work alongside you to choose the right scheme for your business. We take the time to understand your business, delivering tailored advice that considers your current position and your future goals.
Our services
EMI options allow employees to benefit in the growth of the company without an upfront cost and in a tax-efficient manner. However, navigating HMRC requirements and the scheme’s complexities can be challenging. Our experts are here to support you through every step.
CSOPs are a tax-advantageous share scheme where employees can purchase options at a pre-determined price. They are subject to income tax and National Insurance Contributions (NICs) when exercised, but they are eligible for tax reliefs. We can help you understand whether this is the right approach for you.
Unapproved share schemes can be an easy and flexible way to reward employees, especially given that you don’t need to provide HMRC with a valuation. However, they don’t have the same tax benefits. We can help you decide the right option for your business.
Growth shares allow employees to participate in the value of a company over and above a set valuation “hurdle” to encourage leadership to work towards the business’s growth. Our team of corporate tax and valuations specialists can work together to help you decide if this is the best option for your business.
Selling a controlling interest to an EOT can unlock substantial tax reliefs, provided key conditions are met. The most successful transitions are those where valuation, structure, and governance are not only expertly designed but clearly articulated. Our specialists bring proven expertise in guiding these transactions to success.
Understanding value is critical to the success of these schemes. Our in-house valuations specialists can support you with the process.
Why work with us?
Choosing the right partner for your long-term tax support is key. Our team of experienced tax advisors are here to help you make more informed decisions about your business.
Joined-up, specialist advice
Understanding value is critical to the decision-making process when it comes to your incentive scheme. We have a valuations specialists in-house to help find most appropriate path for you.
Long-term partnerships
Our support won’t end after the initial scheme’s advice. We’re here for the long haul, helping you adapt to legislative changes and review your tax position annually with continuity and care.
Wider corporate tax expertise
Our team of 40 business tax experts are on hand to help beyond just your employee incentive scheme.
Strategic insight, delivered by senior experts
Our team is partner-led, ensuring that any complexity is handled with confidence and ease.
Contact us
We're here to help - whether you have a question, need advice, or want to tell us about your requirements.