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Tax & Employee Incentives

Tax is a key consideration at every major stage of a company's life.

Clients may be starting off a new business venture, looking to raise finance or invest, incentivising management or other employees, dealing with the departure of key owner managers, bringing in new blood, moving on or selling up. We are expert in helping our clients to achieve their commercial objectives in a way which mitigates tax risk and maximises tax efficiency.

The key areas on which we advise include M&A, buy-outs, buybacks, reorganisations, investment, debt structuring, transfer pricing, capital gains tax planning, partnerships, VAT planning, property taxes and employee incentive arrangements.

Our clients range from individuals and entrepreneurs to global listed groups, including large media, advertising and newspaper groups, house hold brand names, venture capitalists and funds.

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Enterprise management incentive options (EMI options) are a type of highly tax-advantaged employee share option. If you’re running an independent private company with fewer than 250 full-time employees and are looking to sell in the next few years, here are five key reasons why you should consider them for your key employees.

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What is an Employee Ownership Trust and how does it work?

13 February 2024

Kathy Granby and Matthew Rowbotham from our Tax, Rewards and Incentives team discuss the increasing popularity of moving to employee ownership, with a focus on Employee Ownership Trusts (EOTs).

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As part of the infamous Mini-Budget published on 23 September 2022, the then-Chancellor announced some surprise changes to HMRC’s rules around ‘CSOP option’ grants – and they’re some of the few changes announced in that rather ill-fated reform package still to be going ahead.

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