We specialise in walking you through a process that will retain key staff incentivise performance and provide succession to a business.
The process can be broken down into different stages.
1. Identifying key staff
2. Setting a criteria for the member of staff to attain over a period of time
3. Considering the level of shares to be exercised and the rights of those shares/ sell on options
4. Drawing up the option agreement
5. Obtaining agreement with HMRC for share valuations
6. Obtaining tax relief on the difference between the share price at exercise and the option price.