Business Legal Services

Employee Share Schemes

Reward your team and enjoy significant tax benefits with a tailored employee share scheme

Careful planning and expert legal advice are essential to ensure your employee share scheme aligns with your company’s commercial objectives, adapts to future changes in the business and workforce, maximises available tax efficiencies and reliefs, minimises tax risks and safeguards the company and its shareholders.

Incentives that give staff and service providers a real stake in the company they’re working to build offers tangible benefits to both growing and established businesses. Our team can design and create a bespoke share scheme tailored to align seamlessly with your business goals.

Get in touch

How we support you

Designing your employee share scheme

As experts in employee share schemes, we have the skills and experience to help you design a share scheme that works for your company, whether for employees, non-executive directors, or, where appropriate, contractors.  

We can create a range of share schemes tailored to your needs, with EMI schemes being the most popular option due to their tax efficiency and flexibility.  

Share scheme awards granted at an early stage are often the most tax-efficient, and for start-ups and growth companies, these awards can become highly valuable in the future, such as during an exit or investment round. Getting the structure right from the start is essential to maximise benefits and ensure long-term success. 

Our team can support you with: 

Designing a share plan that meets the company’s commercial objectives

Advising on how your company’s constitution may need to be adapted to facilitate the incentive strategy and protect the company and shareholders in the short-, medium- and long-term

Assisting with The Board level and shareholder level steps needed to put your plan in place

Advising on any regulations that relate to the employee share scheme plan

Drafting equity plan documents and template and/or individual award agreements

Advising on any employment law aspects of introducing and operating an employee share schemes plan

Obtaining any necessary clearances from HMRC and/or drafting share valuation submissions

Mitigating potential dilution and other impacts for founders, investors and other stakeholders

Advising on Directors’ remuneration and other corporate governance issues

We can also help you navigate complex employment tax rules related to equity awards, ensuring compliance and timely tax reporting to HMRC, avoiding penalties and interest. Our support extends to managing the tax implications of changes to employee share rights, employee exits, and equity sales during corporate events. Additionally, we can help structure employee rewards tax-efficiently to maximise financial gains and reduce employer National Insurance costs, which will rise to 15% in April 2025. 

Who we help

High-growth businesses, senior leaders and consultants

Senior leaders of ambitious businesses often tell us that attracting and retaining top talent during periods of scaling is one of their biggest challenges. Balancing the priorities of founders, investors, and employees, all while safeguarding cash flow and protecting working capital, is especially critical when implementing an employee share scheme.  

That’s why they turn to us. We have the expertise to strike the right balance, creating an employee share scheme that aligns with your business strategy both now and in the future. 

We also work with consultants to ensure that their interests are aligned with the business, helping you extend the benefits of your share scheme to key external contributors. 


Making informed decisions

Navigating employee share schemes

We can assist your company with both HMRC tax-advantaged schemes and non-tax advantaged schemes.  

We’ll guide you through tax-advantaged mechanisms such as EMI, CSOP, SAYE, SIP, and EOT, including assessing your eligibility, obtaining HMRC share valuation agreements, drafting incentive plan documents, and managing your dealings with HMRC. 

For non-tax advantaged schemes, such as ordinary and preferred share structures, employee share classes, growth shares, share options, RSUs, SARs, and phantom share schemes, we offer tailored advice to help you design and implement plans that align with your objectives. While these schemes don’t need to meet HMRC’s strict legal requirements, careful structuring is essential to maximise tax benefits and limit tax risks. Our lawyers can help with everything from determining the right approach to structuring, setting up, and administering your scheme effectively. 


Testimonials

What our clients say

Our clients have confidence in our services because we offer bespoke solutions rather than generic, one-size-fits-all approaches. For further reassurance that you’re making the right choice, hear directly from our clients about their positive experiences with us. 

We are a small company and the process of setting up a company share scheme was pretty daunting. Abby Watson and Harper James Solicitors provided expert advice to ensure we understood the process and drafted all relevant documentation. We were very impressed with the service received and would recommend the firm to others.
Julie Robinson CEO, Move It or Lose It
We rely on Harper James to provide us with support across a full range of service areas, from commercial contracts and employment issues to fundraisings and investments. The team at Harper James are always available to provide us with cost effective, pragmatic and commercially focused advice.
Nick Holzherr CEO, Whisk.com
Harper James provides my small growing business with a scalable, reliable, team-oriented approach to legal advice. Whenever we face a problem, I know that Harper James are there to provide helpful and cost-effective advice, to scope out the options, make clear the costs and risks, and give me the information I need to make decisions.
Bryn Richards CEO, Aeristech
Harper James is a brilliant example of a company disrupting a traditional industry. Suddenly Solicitors become relevant and accessible for start-ups & small enterprises, with the best in-class knowledge of all major legal areas. I’ve used the business now for a year, and the Enable plan has been perfect for budgeting my company’s outgoings, and has given me a piece of mind when tackling key, decisive issues. Thank-you HJS!
Koral Ibrahim Founder & MD, The Ready House
The support, advice and guidance from Harper James was absolutely vital. Shubhu, Callum and the team there were always on hand to deal with any issues that we needed help with as the deal progressed. This is an exciting new stage in the development of the business.
Sam G Bose CEO and Founder, IntelliSense.io
Abby got the job done in line with expectations. No dramas! I have used Harper James with several companies and for a range of legal topics. They generally provide good service at a very reasonable price point. They have a good understanding of growing technology companies.
Matthew Dreaper Co-Founder and CFO, Helix Technologies
It's been fantastic - I've worked with 3 lawyers to date (commercial, incentive, employment) and all three have been very competent in their areas. The value for money is unbeatable - I have already recommended it to another start up who plans to reach out shortly.
Colin Blakely Head of Finance, Qargo Tech Limited
The team at Harper James has got to know our business over 3 years and is super responsive, adaptable and versatile to our needs. The lawyers are helpful and just really nice people who we’ve come to trust.
Aela Callan Co-founder, Head Set Studio Limited
Ease of use, a familiar legal team supporting my business who understand my business, and provide value for money.
Daniel Lawrence CEO, Bots For That Ltd
Employee Ownership Trusts are  quite a niche area, so while looking for a law firm that could give the correct advice, we were also looking for a team our client would approve of, being lawyers themselves. The price point was also attractive to us as we are  a small business ourselves. As we act as an intermediary between our clients and lawyers, we always want to make sure our clients get the best deal possible whilst getting expert legal advice. Ian and the team at Harper James have been a pleasure to work with.
Kingsley Tedder Founder, Mobius Group
It was a pleasure working with Tristan, Matt and James. We are very pleased with the quality of advice and your team's in depth knowledge.
Raymond Lam Executive Director, Aeramine Limited
Thanks Sam and Nikki. We really appreciate all your help with our EOT transition and patience answering our questions to get to this point. I am sure there might be a few more that are thrown up as we start to communicate with the team, but it's a new chapter and one we are very much looking forward to.
Martin Coyne Managing Director, Bond & Coyne
Choosing Harper James was the best decision we made during this process. At one point, we felt stuck and struggled with providing certain documentation. Brigitta and the team knew how to explain what was needed and suddenly the process became much clearer. The guidance we received helped us avoid unnecessary delays and expenses. It made all the difference.
Steve Carrod Co-Founder, DMPG
We are a small company and the process of setting up a company share scheme was pretty daunting. Abby Watson and Harper James Solicitors provided expert advice to ensure we understood the process and drafted all relevant documentation. We were very impressed with the service received and would recommend the firm to others.
Julie Robinson CEO, Move It or Lose It
We rely on Harper James to provide us with support across a full range of service areas, from commercial contracts and employment issues to fundraisings and investments. The team at Harper James are always available to provide us with cost effective, pragmatic and commercially focused advice.
Nick Holzherr CEO, Whisk.com
Harper James provides my small growing business with a scalable, reliable, team-oriented approach to legal advice. Whenever we face a problem, I know that Harper James are there to provide helpful and cost-effective advice, to scope out the options, make clear the costs and risks, and give me the information I need to make decisions.
Bryn Richards CEO, Aeristech
Harper James is a brilliant example of a company disrupting a traditional industry. Suddenly Solicitors become relevant and accessible for start-ups & small enterprises, with the best in-class knowledge of all major legal areas. I’ve used the business now for a year, and the Enable plan has been perfect for budgeting my company’s outgoings, and has given me a piece of mind when tackling key, decisive issues. Thank-you HJS!
Koral Ibrahim Founder & MD, The Ready House
The support, advice and guidance from Harper James was absolutely vital. Shubhu, Callum and the team there were always on hand to deal with any issues that we needed help with as the deal progressed. This is an exciting new stage in the development of the business.
Sam G Bose CEO and Founder, IntelliSense.io
Abby got the job done in line with expectations. No dramas! I have used Harper James with several companies and for a range of legal topics. They generally provide good service at a very reasonable price point. They have a good understanding of growing technology companies.
Matthew Dreaper Co-Founder and CFO, Helix Technologies
It's been fantastic - I've worked with 3 lawyers to date (commercial, incentive, employment) and all three have been very competent in their areas. The value for money is unbeatable - I have already recommended it to another start up who plans to reach out shortly.
Colin Blakely Head of Finance, Qargo Tech Limited
The team at Harper James has got to know our business over 3 years and is super responsive, adaptable and versatile to our needs. The lawyers are helpful and just really nice people who we’ve come to trust.
Aela Callan Co-founder, Head Set Studio Limited
Ease of use, a familiar legal team supporting my business who understand my business, and provide value for money.
Daniel Lawrence CEO, Bots For That Ltd
Employee Ownership Trusts are  quite a niche area, so while looking for a law firm that could give the correct advice, we were also looking for a team our client would approve of, being lawyers themselves. The price point was also attractive to us as we are  a small business ourselves. As we act as an intermediary between our clients and lawyers, we always want to make sure our clients get the best deal possible whilst getting expert legal advice. Ian and the team at Harper James have been a pleasure to work with.
Kingsley Tedder Founder, Mobius Group
It was a pleasure working with Tristan, Matt and James. We are very pleased with the quality of advice and your team's in depth knowledge.
Raymond Lam Executive Director, Aeramine Limited
Thanks Sam and Nikki. We really appreciate all your help with our EOT transition and patience answering our questions to get to this point. I am sure there might be a few more that are thrown up as we start to communicate with the team, but it's a new chapter and one we are very much looking forward to.
Martin Coyne Managing Director, Bond & Coyne
Choosing Harper James was the best decision we made during this process. At one point, we felt stuck and struggled with providing certain documentation. Brigitta and the team knew how to explain what was needed and suddenly the process became much clearer. The guidance we received helped us avoid unnecessary delays and expenses. It made all the difference.
Steve Carrod Co-Founder, DMPG

Meet our team

Why choose our employee share scheme solicitors?

At the heart of our work is a commitment to helping businesses tackle challenges and grow. We can leverage the expertise of our colleagues in employment, business immigration, and corporate law to provide the legal backbone your business needs to succeed. 

Many of us have not only worked for some of the most highly regarded law firms in the UK but have also served as in-house legal counsel or senior leaders in businesses. This diverse experience allows us to offer practical and insightful legal advice tailored to your needs. 

Find out more about who you’ll be working with: 


Pricing and service plans

Legal support designed
to fit your business needs

Our three transparent service plans are designed to give you the widest possible access to high-quality legal advice, whatever the size and nature of your business:

Engage

Flexible access to senior solicitors at highly competitive rates

An alternative to our subscription plans, offering access to full service legal expertise on a project-by-project basis.

Extend

Comprehensive legal partnership for established businesses

Fully account managed and scalable annual subscription plan with support from a curated team of partners and senior solicitors, with up to 34% discount on our Standard Rates.




What next?

Please leave us your details and we’ll contact you to discuss your situation and legal requirements. There’s no charge for your initial consultation, and no-obligation to instruct us. We aim to respond to all messages received within 24 hours.

Your data will only be used by Harper James Solicitors. We will never sell your data and promise to keep it secure. You can find further information in our Privacy Policy.

Our offices

A national law firm

A national law firm

Our commercial lawyers are based in or close to major cities across the UK, providing expert legal advice to clients both locally and nationally.

We mainly work remotely, so we can work with you wherever you are. But we can arrange face-to-face meeting at our offices or a location of your choosing.

Head Office

Floor 5, Cavendish House, 39-41 Waterloo Street, Birmingham, B2 5PP
Regional Spaces

Capital Tower Business Centre, 3rd Floor, Capital Tower, Greyfriars Road, Cardiff, CF10 3AG
Stirling House, Cambridge Innovation Park, Denny End Road, Waterbeach, Cambridge, CB25 9QE
13th Floor, Piccadilly Plaza, Manchester, M1 4BT
10 Fitzroy Square, London, W1T 5HP
Harwell Innovation Centre, 173 Curie Avenue, Harwell, Oxfordshire, OX11 0QG
1st Floor, Dearing House, 1 Young St, Sheffield, S1 4UP
White Building Studios, 1-4 Cumberland Place, Southampton, SO15 2NP
A national law firm

To access legal support from just £145 per hour arrange your no-obligation initial consultation to discuss your business requirements.

Make an enquiry