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Share Valuation and Share Schemes:Empowering Informed Decisions

In business, the importance of a motivated and engaged workforce cannot be overstated. Recognising this, companies that embrace equity-based rewards tend to reap significant benefits. At Beavis Morgan, we understand that fostering a culture of employee ownership leads to enhanced productivity and profitability. Our expertise lies in guiding you through the intricate landscape of share valuation and share schemes, enabling you to make informed decisions that attract, develop, retain, and incentivize your workforce.

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Equity-based Rewards

It’s no secret that employees who have a stake in the success of their organization are more likely to go the extra mile. By offering equity-based incentives, you provide employees with a tangible connection to the company’s growth and prosperity. This understanding often translates into increased dedication and determination as employees work towards augmenting the value of their vested interest in the business.

The Spectrum of Share Schemes

Share schemes come in various shapes and sizes, catering to different business contexts and goals. From government-endorsed schemes like the Enterprise Management Incentive Scheme (EMI) to customized Growth Share arrangements, there’s a wide array of options available. At Beavis Morgan, we are well-versed in implementing a diverse range of share schemes. Our expertise extends from the EMI, which has a track record of success, to tailor-made schemes. Regardless of the scheme’s nature, we ensure a seamless implementation process, including a meticulously prepared tax valuation to secure HMRC’s approval from the outset.

Our Collaborative Approach

Our approach to share valuation and share schemes is collaborative and comprehensive. We collaborate closely with you and your legal team to design and execute employee share incentive arrangements that align with your business objectives. We prioritise clarity and understanding, ensuring that both you and your employees fully comprehend the mechanics of the scheme. This transparency is vital in building trust and fostering engagement, which are the cornerstones of successful share schemes.

Effective communication from the outset is key, and it’s something we take pride in facilitating.

Our Suite of Services

At Beavis Morgan, our commitment to helping you navigate the intricacies of share valuation and share schemes is unwavering. Our services encompass a range of key areas, including:

1.
Design and Implementation

We specialise in crafting and executing both approved and unapproved share schemes tailored to your business’ needs.

2.
Intellectual Property Transfer

Our expertise extends to valuations for transfers of intellectual property, ensuring accurate and fair assessments.

3.
Strategic Share Valuations

We conduct valuations for various purposes, including family succession, inheritance tax planning, separation, divorce, and due diligence for company sales.

4.
Share and Management Incentivisation Valuation

Our experts conduct thorough valuations to determine the worth of share incentives, ensuring alignment with the company’s growth trajectory.

5.
Capital Gains Disposals and Goodwill Valuations

We provide valuations for capital gains disposals and goodwill, facilitating strategic decision-making.

6.
HMRC Compliance

Our team assists with share option reporting and ensures compliance with HMRC regulations.

Unlocking the Power of Employee Equity

We recognise that a successful share scheme is a multifaceted endeavour that hinges on clear communication, strategic planning, and meticulous execution. By partnering with us, you harness the power of employee equity to drive productivity, engagement, and the overall success of your business.

Whether you’re considering implementing a new share scheme, valuing existing equity, or seeking guidance on regulatory compliance, our team of seasoned professionals is dedicated to providing you with comprehensive solutions that meet your unique needs.

Barrie Dunning
Client/Tax Partner, Beavis Morgan
Neal Groves
Client Partner, Beavis Morgan
Joanne Holland
Personal Tax Director, Beavis Morgan
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