1 Understanding what your business needs and commercial objectives are to help you to design an effective scheme.
2 Undertaking a review of the company’s status as qualifying for the share scheme.
3 In the case of EMI, we will prepare a submission to HMRC requesting advance assurance of your qualifying status.
4 Prepare a term-sheet that clarifies issues like: how to deal with leavers, what happens in the event of a reorganisation and when options will be exercised or lapsed.
5 Conduct valuations and make applications to HMRC to agree the value of the shares for which options are to be granted.
6 Report the grant of options to HMRC once this happens and post implementation support with HMRC.
Get in touch with our team to talk about your options