Accountants and tax advisers

We currently work with a number of local and national accountancy/tax firms providing specialist support to them and their clients in relation to employee incentive matters.

We can offer assistance in the following areas:

  • design support covering all relevant commercial terms of an incentive arrangement;
  • review (or “health check”) of your standard form incentive documents to suggest legal/commercial amendments;
  • company law assistance including design and drafting Articles of Association, Shareholders’ Agreements and associated legal work;
  • assistance with more complex legal drafting (for example bespoke performance conditions, vesting schedules, share class rights and ratchets);
  • complete drafting support – covering all incentives papers (plan rules, share award or option agreements and all related ancillaries);
  • pre-transaction support – due diligence assistance and advising on the likely impact of transactions on existing incentives and the steps that need to be taken; and
  • post-transaction support – including the design and implementation of new incentive arrangements for the post-deal business.

We are flexible in our approach, meaning that we can deliver as much or as little support you feel you need.

We are happy to have direct client contact but also to work in the background and engage only with you if that is your preference. 

Case studies

Law firms

We currently work with a number of local and national law firms providing specialist support to them and their clients in relation to employee incentive matters.

We can offer assistance in the following areas:

  • new plan implementations – including specialist design support, covering all relevant commercial terms of an incentive arrangement (including modelling to illustrate potential returns);
  • incentives taxation advice - including income tax, National Insurance, corporation tax and capital gains tax implications of existing and new incentive plans;
  • incentives legal drafting (from more vanilla plans through to bespoke performance conditions, vesting schedules, share class rights and ratchets);
  • assistance with incentive awards to be made to non-employees (such as Non-Executive Directors and/or individuals who provide consultancy services to the business);
  • pre-transaction support – due diligence assistance and advising on the likely impact of transactions on existing incentive plan arrangements;
  • post-transaction support – including the design and implementation of new incentive arrangements for the post-deal business; and
  • support with the registration of incentive arrangements with HMRC and the preparation of share plan annual returns. 

We are flexible in our approach, meaning that we can deliver as much or as little support you feel you need.

We are happy to have direct client contact but also to work in the background and engage only with you if that is your preference.