Client examples

How we've helped clients

Case 1

Client in the recruitment sector and had a complex share structure, running the risk of significant PAYE and NIC liabilities arising on a future sale of the company. We advised the client how best to re-design and restructure their share incentive arrangements. Our aim was to benefit the employees and protect the business price on a future sale.

Case 2

Our client was an asset-management company which had already granted share awards to several employees. The owners were concerned that they risked ‘giving away’ shares in the company to employees who could subsequently leave. We helped them to restructure their scheme to deal with leavers and to protect their control over the company.

Read our blog on setting up incentive schemes

Case 3

Advising a client in the tech industry who had nearly used all the headroom in their existing EMI scheme as to how best to incentivise their CEO. We designed a new share class with a low up-front valuation but which still delivered the economic promise that the owners of the of the business had made to the CEO.

Case 4

Reviewing EMI options granted by a company preparing for a private equity transaction. We supported the company to gain clearance from HMRC so that the options could be exercised ahead of a transaction.

Case 5

Our client was in the civil engineering industry. The management of a subsidiary had been promised equity, but being a subsidiary, limited share schemes could be used. We designed a growth share plan that prevented unnecessary tax charges from arising when the employees acquired the shares and ensured that any growth in value would fall into CGT.

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