Our Equity Rewards & Venture Capital Schemes team helps companies build share plans that are clear, effective and fully compliant, and we’re with you for the whole journey. From the first conversation to exit, we make sure your plan is well‑designed, well‑understood and well‑maintained.
Building HMRC‑Approved Share Option Plans That Actually Work
A good share option plan isn’t just numbers, templates or AI‑generated valuations. It needs thought, clarity and a structure that genuinely fits how your business operates, today and as it grows.
We help you design the plan from the ground up. That means:
- explaining how the different schemes actually work in real life
- helping you pick the right approach for your goals
- making sure benefits and risks are clear
- getting the structure right from day one
No jargon. No vague guidance. Just a plan that works commercially and practically.
Bespoke Share Plans When HMRC‑Approved Isn’t the Answer
Sometimes the standard HMRC routes just don’t fit. Maybe your employees don’t qualify. Maybe the company limits don’t work. Maybe the commercial reality is too unique.
We’ve got you covered. We advise on bespoke solutions built around your goals, and we make sure you understand exactly how they work, how they’re taxed and how they’ll land with your team.
Advance Assurance: Early Clarity, Fewer Headaches
Thinking about EMI? Advance assurance can remove a lot of uncertainty before you press go.
We prepare the application, explain what the legislation really means, highlight any risks early, and give founders and investors’ confidence in the qualifying position. Getting this right upfront saves stress and smooths the journey ahead.
Valuations You Can Trust
Valuations sit at the heart of any share plan. If they’re not credible, nothing else works.
Our valuations are clear, commercially grounded, defensible and well‑supported, and tailored to your sector and growth stage. We draw on deep experience across countless companies and industries, so whatever your situation, we’ve seen it before.
Guides That Help Employees Actually Understand Their Options
A plan only delivers value if your people understand it. We create clear, friendly guides that demystify share options – no jargon, no “tax‑speak”. These help employees see the benefit, trust the process and feel part of your long‑term success.
Keeping You Compliant With Annual Filing Requirements
Once your plan is running, staying on top of annual HMRC obligations is essential.
We help you:
- manage ERS filings
- meet annual return deadlines
- keep scheme records in good shape
This keeps you penalty‑free, and due‑diligence‑ready when the time comes.
Due Diligence Support for Funding Rounds & Exits
Share plans always get attention in funding rounds and exit processes. Any gaps can slow things down or raise eyebrows.
We help you:
- tidy up documentation
- ensure filings match the reality
- review valuations and structures
- identify and resolve risks early
The result? A clean, confident picture for investors or buyers.
Clear, Practical Support at Every Stage
Whether you’re introducing your first share plan or tightening up an existing one, we make sure it’s understood, compliant, commercially fit, and built to last.
From implementation to exit, we’re with you every step of the way. Get in touch.
