Employee Share Scheme Set Up, Support, Compliance and Administration

Choosing and implementing an Employee Share Scheme takes some planning. We are here to guide you through the steps:

Step One: Identify your objectives

The design will flow from your objectives, so the more precise you are the better. Do you want to focus people on an exit? Do you want to reward all employees as a team? Do you have just one key recruit in mind? We will ask you lots of questions to tease out your objectives.

Step Two: Choose a scheme

We can guide quickly to the front-runner. At this stage you may wish to contact our team for a free, no obligation consultation on 020 8949 5522 or make use of our extensive suite of resources to help you decide on the scheme most suited to your business.

Step Three: Design and modelling your share scheme

At this stage you will need to decide on any rights and conditions to attach to shares, such as performance conditions and leaver provisions. Don’t worry: we’ll recommend features for you. A key decision is the amount of equity you want to set aside for share schemes. We’ll help you with an indicative valuation and some equity modelling.

Step Four: Implementing your scheme

Once the design and modelling are complete, we then agree a share valuation with the HMRC, update your Articles of Association, prepare Board minutes and prepare your scheme documentation.

Your scheme is now ready to launch.

Step Five: Communicating your share scheme

This is vital to the success of your scheme. As standard, we will provide all clients with easy-to-follow notes explaining your scheme. We can provide further help and guidance on how to effectively promote your scheme if you wish.

Step Six: Compliance and Administration

Once your scheme is implemented it will need to be administered to ensure it remains compliant. We have the most experienced Compliance and Administration team for share schemes in the UK, so you can be confident that your scheme is in capable hands.

Step Seven: Ongoing support

We try to be as proactive as possible when it comes to monitoring your scheme’s performance. We can help improve any equity-based arrangements. You and we are always learning.

To get started contact a member of the RM2 today on 020 8949 5522, book a free consultation, or review our range of free employee share scheme fact sheets.

Download free Fact Sheets