Free fact sheets about each employee share plan and the employee ownership trust
EMI is the most flexible, most tax efficient and most popular employee share scheme in the UK. If you have fewer than 250 employees, you probably qualify.
Download any of our resources including fact sheets, books and articles, or access our webinars
RM2 Partnership have helped us review and improve our option schemes (EMI and USO), giving us the peace of mind that everything is taken care of. We now know that the scheme is correctly communicated to option holders, as well as relevant tax authorities. We now have a programme that's greatly improved and in-line with the best practice. RM2 have been fantastic to work with and we look forward to expanding our scheme with them in the future.
You have been outstandingly amazing, and we are very grateful for all your help and efforts. Please pass along my thanks to your team.
RM2 provided us with excellent support and advice in the formation of an EOT for Shaw healthcare. The team were flexible in their approach and have a wealth of experience in EOT transactions; they continue to provide ongoing advice when needed.
We would not hesitate to recommend RM2. Nigel and his team were there for us throughout the process dealing with questions and concerns promptly and delivering on the timescales they had promised.
Thanks for your friendly and professional support in setting up and running our SIP and CSOP. The plans are a great benefit for our staff, and RM2’s online portal makes everything easily accessible for them. We’d happily recommend your team to any company looking to set up and run an employee share plan!
RM2 provided our architectural practice with clear and professional advice throughout our journey to becoming an Employee Ownership Trust. They have done this very patiently from our first tentative steps to completion of the transaction in September 2020, recognising much was new to us and walking us through the decisions, options and steps. Being able to wrap up both business/tax and legal inputs as a one-stop shop for us was a benefit. I would recommend without hesitation.
As transfers of ownership go, the EOT felt very simple. RM2 held our hands well. It was a relatively painless operation, which meant I could carry on running the business without distraction.
We needed to set up a small, straightforward EMI scheme as economically as we could. We chose RM2 from prior experience with them and found them knowledgeable, effective, good value, accessible and friendly.
The RM2 Partnership came to us highly recommended by our accountants, Davis Grant. The team was professional, informative, and highly communicative about the whole process, the work involved, and its progress over time. They were prompt to return phone calls, emails and to liaise with other members and suppliers in my team. Highly experienced and adept in dealing with HMRC, RM2 was a pleasure to work with.
[We] would like to thank you very much for all of the work put into our option scheme - it has worked well, the first time we have been involved in a scheme which actually meant something to the members!
The RM2 Partnership have provided a very professional service to us at ReNeuron, supporting and advising us on all aspects of our share option schemes and helping with the day to day administration. We have always found the team and RM2 to be friendly and approachable, always responding promptly to our queries and requests.
A massive thank you to you, and your fabulous team, for a smooth and timely launch. It was expertly managed through and we are really pleased with the result
For us, the journey has been almost perfect in that the timing was ideal. Selling the business would have risked having inexperienced people running the business and unhappy employees. The EOT allows a seamless continuation of the business with the knowledge the employees will be rewarded in due course
Without hesitation I would instantly recommend The RM2 Partnership. I still to this day manage to throw the odd spanner at them or ask a question I have asked 10 times before and they continue to manage the Share Incentive Plan and my expectation professionally and pleasantly. It's a fact that people buy people - these people are worth investing in
RM2 supported us right through the entire process from inception to registration of the scheme. The RM2 staff were knowledgable and made themselves readily available to answer a number of queries that arose. A second share scheme is being mooted and we shall certainly consider using RM2 again
Since 2014, business owners who sell a majority of their company to an Employee Ownership Trust pay no capital gains tax. Find out why the UK government has provided this tax relief, how it works and why this new exit route is now another succession solution for UK private companies.