Share Plans

Companies are able to choose between a flexible combination of three modules. UK residents can participate in a Tax Efficient SIP with deductions taken from their gross salary with no income tax and NIC’s payable if shares are held for 5 years or longer.

A Sharesave or Save as you Earn (SAYE) is a plan which must be operated on an all employee basis. It is an arrangement under which an employee can save to buy shares in their company at a price which is fixed at the start of the savings period, this price is known as the Option Price.

International employees can participant in a SAYE plan to ensure all employees are benefiting from an employee share plan. However, the scheme is not tax approved, income tax/ social security is due at maturity.

The ISSP is an employee share ownership plan which must be operated on an all-employee basis. Companiess are able to choose between a flexible combination of three modules. International employees can participant in a SIP plan to ensure all employees are benefiting from an employee share plan. However, the scheme is not tax approved, and deductions are taken from net salary and income tax/ social security is due at maturity.

Enterprise Management Incentives (EMI) are extremely flexible and can be tailored to meet a company’s specific objectives allowing them to grant options (to qualifying employees on a highly tax efficient basis for both the employer and participating employees.

Restricted Share Schemes are utilised where employees acquire ownership of shares from the start, however the shares are subject to certain restrictions, and this significantly reduces their value. Shares may then be forfeited in certain circumstances.

Both corporate and shareholder

Dedicated relationship management and easy to use employee share dealing facility, supported by our specialist corporate employee dealing team

Tailored design, marketing, print and mailing house and specialist employee communications provider

Together with our e-communications we help improve efficiency and environmental footprint, while providing employees with a convenient way to participate in your share plan

Tax-advantaged employee share plans remain one of the most popular ways for companies to attract, retain and motivate their key people

Our Share Portal, which we can brand with your own digital channels, provides a seamless online experience for employees to manage their accounts

Communication is crucial: working with our in-house provision, to help you deliver the right messages to the right people, we can tailor communication programmes to your corporate culture, employee profiles, location of your employment and your budget

we can present to your employees directly either face to face or via online channels using bespoke presentations, interactive PDFs, animations and augmented reality tools to enhance your employee’s briefing experience and drive positive engagement