What is a share plan health check?

A health check is a review of an existing share plan covering both legislative and operational compliance. It looks at:

• tax legislation, including HMRC notifications and approvals;
• company law, including how the scheme rules interact with the Articles and any shareholder or investment agreements;
• corporate governance guidelines, standards and shareholder permissions;
• scheme procedures and documentation;
• all HMRC annual returns, trust tax returns and other statutory reporting.

Find out more about health checks and ongoing compliance.