Employee Incentives

Employee incentives play an important role in the battle to attract, engage and retain the right talent.

We help employers to develop incentive plans and packages that attract and motivate staff, helping to optimise their value and secure their commitment, while satisfying the increasingly complex tax and legal requirements.

Share plans and employee incentives are often a fundamental part of corporate transactions. We are experienced in developing a wide range of packages and benefits, and migrating such packages through acquisitions and disposals, takeovers, management buy-outs, transfer of businesses and flotations.

Our tax and employment teams advise on and implement a wide range of incentive arrangements including:

  • Employee shareholder status arrangements (ESS);
  • Enterprise management incentives option plans(EMI);
  • Company share option plans (CSOP);
  • Unapproved option plans;
  • Growth share structures;
  • Nil-paid or partly paid share arrangements and special share classes;
  • Cash-based bonus arrangements and phantom share option plans; and
  • Employee benefit trusts (EBTs), both UK and offshore.

If you have any questions or queries please call John on +44 (0)20 3036 7327 or email jforde@fladgate.com

“Fladgate LLP has a knowledgeable and commercial approach”.

Legal 500
  • CloudTag Inc – admission to AIM of this technology company. CloudTag has developed an innovative physiological monitoring technology product for the professional sports, consumer wellbeing and weight-loss markets.
  • Bluewater Bio International – introduction of an innovative share incentive plan on its admission to the AIM market.
  • Arc Fund Management Holdings Group – structuring of a share incentive plan.
  • Cryptocard Holdings Ltd – sale, by the shareholders, of the company to US based SafeNet, one of the largest information security companies in the world.
  • Commoditrade Inc – buyback of shares and incentive plan for this AIM quoted company.
  • Technology company – advice in relation to issuing shares using the government’s new “employee shareholder status” tax relief and in particular combining this with a “growth share” structure for maximum tax efficiency.
  • West Properties – implications for West of the sale of a portfolio of loans, backed by properties and development projects in London and Manchester managed by West from Ireland’s National Asset Management Agency (NAMA), to MSREF VII the Morgan Stanley managed real estate fund.
  • Abriand Ltd (owns and operates a number of restaurants trading as Brasserie Blanc) – new “employee shareholder status” structure for management.
  • Country Attire – implementing a new tax efficient Enterprise Management Incentive share plan for this online clothes retailer.
  • LiteBulb Group – share purchase of Bluwstuff Ltd, a global designer, manufacturer and distributor of award winning innovative products, together with a proposed issue of up to £1.5m of secured convertible loan notes for expansion capital.