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
For law firms
I provide flexible specialist support on individual matters, transactions or ongoing client work.
For accountants
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.
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
This should be visually the most prominent service area.
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
EMPLOYMENT
Settlement agreements
Employment contracts
Directors' service agreements
Staff handbooks and policies
Restructures and redundancies
Senior exits
Consultancy arrangements
Employment issues arising on corporate transactions and M&A
CORPORATE & COMMERCIAL
Shareholders' agreements
Consultancy and services agreements
NDAs
Commercial terms
SaaS and software licensing agreements
Board and shareholder resolutions
Corporate housekeeping and compliance
General corporate advisory support
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.
Additional expertise without additional headcount
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.
Specialist advice on employee incentives and equity alongside employment and corporate/commercial support.
About 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.