Specialist support when you need it
Many law firms and accountancy practices don't need a full-time employee incentives specialist – but their clients still need expert support with EMI schemes, CSOPs, option grants and employee equity.
You keep the client relationship. I provide the specialist support.
Specialist support when you need it
I provide flexible specialist support on individual matters, transactions or ongoing client work.
For law firms
I can work entirely behind the scenes, allowing you to retain and manage the client relationship.
I can work alongside you or directly with your client to provide the legal advice and documentation required to complement your tax and accounting advice.
For accountants
How it works
You brief me
Send me the files, relevant background and deadline. I’ll review the matter and raise any initial questions.
I quote and confirm
I’ll provide a clear fixed-fee or hourly quote and confirm the proposed scope and turnaround time before starting work.
I deliver
You receive the finished work – whether that’s advice, documentation, due diligence, an HMRC valuation submission, remediation work or transaction support – ready for review.
You manage the relationship
For law firms, you remain responsible for the client relationship and can review, amend and deliver the work as you wish. I can remain entirely in the background.
For accountants, I can either work behind the scenes or liaise directly with the client where appropriate.
Employee incentives
and equity
EMI share option schemes
- EMI eligibility and scheme structuring
- EMI scheme rules and option agreements
- Individual option grants
- Board and shareholder approvals
- HMRC compliance
- HMRC valuation submissions
- Option exercises
- Leavers and option lapses
- Exit arrangements
Other employee equity arrangements
- CSOPs
- Unapproved options
- Growth shares
- Employee share awards
- Management equity arrangements
- Section 431 elections
Existing schemes and transactions
- Review of existing option schemes
- Due diligence
- Remediation of historic option grants
- Corporate transactions and exits
- Treatment of options on investment or sale
- Replacement and rollover options
Additional expertise without additional headcount
For Law Firms
Employee incentives work often arises alongside corporate transactions, investments, employment matters and company sales.
Where you don't have dedicated employee incentives expertise internally – or simply need additional capacity – I can support your team on an individual matter or ongoing basis.
I can work entirely on a white-label basis, with your firm retaining responsibility for the client relationship.
Suitable for:
EMI and CSOP matters;
share scheme due diligence;
corporate transactions involving employee options;
remediation of historic share scheme issues;
employment support;
settlement agreements;
corporate/commercial drafting; and
temporary capacity constraints.
You handle the tax and accounting. I handle the legal.
FOR ACCOUNTANTS
Clients considering employee equity often require both tax/accounting advice and legal implementation.
I work alongside accountants to provide the legal documentation and advice required to establish, operate and review employee share arrangements, allowing you to retain the wider client relationship.
I can assist where your client needs:
EMI scheme documentation;
option agreements;
EMI eligibility advice;
HMRC valuation submissions;
board and shareholder approvals;
advice on option exercises or leavers;
review of historic option arrangements; or
support on a company sale or investment.
I am also happy to work directly with your client where preferred.
Contact Us
Have a matter you need help with?
Send me a brief outline of what you need and I can let you know whether I can help, likely turnaround and cost.
Nearly 20 years' legal experience
Private practice
Private equity
General Counsel
Growth businesses
