Company
Shares and Options
Maximise Value. Motivate Teams. Minimise Tax.
Whether you’re planning for growth, rewarding team members, or preparing for a sale, how your company shares and share options are structured can have significant tax implications. At Tax Consultant, we help you navigate the complex rules around share ownership, employee share schemes, and capital gains tax reliefs, ensuring your strategy supports long-term success.
Make Every Share Count
Businesses often take on new shareholders, restructure ownership, or consider employee incentives without reviewing the tax implications of these actions. That’s where we come in!
We help ensure that every move, whether it’s rewarding a key employee or preparing for a sale, is both strategically sound and tax-efficient, avoiding pitfalls that could cost you later.
Share Structures That Serve Your Strategy
We work with business owners to design flexible share structures that support strategic goals such as:
- Attracting and retaining key talent
- Allowing income flow to passive shareholders
- Preparing for exit strategies or business sales
- Aligning share classes with investor rights and family wealth planning
Empower Your Team with Tax-Efficient Share Options
A well-structured employee share scheme can be a powerful motivator. Whether you’re considering growth shares, hurdle shares, or the popular Enterprise Management Incentive (EMI) scheme, we can guide you from design to execution.
With EMI options, qualifying employees can acquire shares at a low exercise price, participate in the company’s growth, and pay Capital Gains Tax (potentially at 10% with Business Asset Disposal Relief) instead of Income Tax.
Our EMI planning also helps businesses incentivise rising stars and prepare for sale while minimising tax liabilities for all parties.
Tax-Smart Ownership Planning
Thinking of using family trusts, holding companies, or alphabet shares to manage wealth and succession? We ensure your structures are commercially sound and compliant with HMRC guidelines, avoiding the traps that trigger unnecessary Income Tax, CGT, or Stamp Duty issues.
We can assist with:
- Designing or restructuring share capital
- Issuing shares to family members or trusts
- Planning for shareholder exits or management buyouts
- Implementing EMIor other tax-advantaged share schemes
- Aligning your corporate structure with growth and investment goals
When Timing Matters Most
If you’re preparing for a business sale or funding round, the structure of your shares—and who owns them—can significantly affect the outcome. Early planning enables us to optimise for tax reliefs like Business Relief and Entrepreneurs’ Relief, while managing legal and financial risks.
Is Your Share Structure Working for You?
It’s not just about who holds the shares but how, why, and with what future in mind. Let our expert advisors review your current setup and guide you through tax-efficient ownership and option strategies that support your growth, your people, and your exit plans.
We will help you build value, inspire loyalty, and plan ahead with confidence.
