Contacts

The RM2 Partnership

Head Office; 8/12 Coombe Road, New Malden, Surrey KT3 4QE

Telephone and email:

020 8949 5522       mail@rm2.co.uk

Website:

www.rm2.co.uk

Fact sheets:

RM2 produce fact sheets for each of the following:

  • The Approved Share Incentive Plan
  • The Approved CSOP Scheme
  • The Enterprise Management Incentive
  • The Approved SAYE Option Scheme
  • Employee Benefit Trusts
  • Company share valuation
  • Succession planning and employee trusts

HM Revenue &Customs   Employee Shares and Securities Unit

Room G52, 100 Parliament Street, London, SW1A 2BQ

Telephone:

Enquiries: 020 7147 2843 or 2853

Website:

http://www.hmrc.gov.uk/shareschemes/index.htm .

HM Revenue &Customs   Shares Valuation

Fitz Roy House, P.O. Box 46, Castle Meadow Road, Nottingham NG2 1BD

Telephone and fax:

0115 974 2222       0115 974 2197

Publications:

Share Valuation: an introduction (SV1)

Small Companies Enterprise Centre

TIDO, Ty Glas, Llanishen, Cardiff, CF14 5ZG

enterprise.centre@ir.gsi.gov.uk ,

Telephone:

Help-line (Enterprise Management Incentive): 029 2032 7400

This Guide has been produced by The RM2 Partnership for the Employee Share Ownership Centre.   It is intended as a summary of the applicable law and practice and is not comprehensive.   No action should be taken or refrained from, based on the information contained in this Guide alone . E&OE.

About the Guide

This Guide will be invaluable to directors and their advisers seeking an explanation, in plain English, of how employee share schemes work and how the greatest benefits can be obtained.   Extensively revised to include the provisions of the Income Tax (Earnings and Pensions) Act 2003, the Finance Acts 2003 to 2005 and other relevant legislation, the Guide provides essential information on:

For further information please contact The RM2 Partnership on 020 8949 5522 or at mail@rm2.co.uk .   The firm offers free initial consultations and reports.

The RM2 Partnership

The RM2 Partnership is a leading independent remuneration consultancy, specialising in employee share ownership plans and share option plans.   The firm's services are comprehensive and cover all aspects of scheme design, implementation and ongoing administration.

Effective share scheme design requires close understanding of a variety of interlocking considerations relating to tax law, company law, accounting standards, share valuation issues, employment legislation, trust law and corporate strategy.   As a multidisciplinary firm, RM2 is able to offer integrated solutions taking account of all these aspects.  

RM2 is accredited to ISO 9001 for the design and administration of employee share schemes, and is an Investor in People.   To ensure the highest quality of scheme administration, the firm has developed proprietary share scheme software.   This is web-enabled and, unlike other systems, is able to handle the administration of all types of employee share scheme from a single platform.

As part of its integrated package of services, RM2 acts as corporate trustee for many employee trusts.   The firm also supplies specialist share valuation services.

Clients of the firm are found in all industry sectors and include both public and private companies together with subsidiaries of UK and overseas listed companies.   The firm is a sponsor of ifs Proshare and the Employee Share Ownership Centre.