Implementation Of Shares Scheme

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The implementation of share schemes is a great way to incentivise key members of staff and ensure longevity of their employment. 

By far the most flexible share scheme around today is the Enterprise Management Incentive (“EMI”) Scheme.

EMI schemes enable small and medium enterprises to offer a meaningful incentive to key management. 

The benefits of EMI schemes include; the ability to agree values up front with HM Revenue & Customs (“HMRC”) – so no nasty tax surprises later on; the recipients of the share scheme can benefit from a preferential rate of Capital Gains Tax (“CGT”) when they sell their shares (i.e. 10% as opposed to 20%) provided the combined period of ownership of the option and the actual share is at least 24 months.

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The main pitfall for clients wishing to implement such a scheme is the strict criteria that need to be considered. We can ensure that all criteria are met and if not, we will offer an alternative.

Get in touch to start your journey with us.