Share Options

Our team has unrivalled expertise in dealing with employees who have cashed in their options. We can give you advice on tax planning, prepare your returns and advise on how to invest any proceeds.

Whatever type of scheme your employer has chosen to give you need to understand the tax implications in advance so that you do not fail to plan for the tax liability that will usually follow and exercise and sale of shares.

Planning for pensions, SEIS, EIS can all help reduce the liability that may arise – and once all tax planning is done – you may need help with investing the proceeds to plan for a secure future.

Cambridge HiTech

The first wave of Share Options on a wide scale in Cambridge began in the mid-1990s. Initially the Biotech companies where the front runners – following models established in the US. New companies relied on a wide team of scientists to be fully committed to the success of the company. We advised the employees of many such companies in the mid to late 1990s.

The largest scheme was ARM which floated in 1998 and very significant numbers of employees suddenly acquired money – often 10 times their annual salary. It has been fascinating to watch the way this increase in wealth has affected people in very different ways. As a result we have useful expertise in guiding clients who acquire great wealth which they are not used to. Many found it stressful in a way which others would not expect.

EMI Schemes

Our team has unrivalled expertise in dealing with employees who have cashed in their options. We can give you advice on tax planning, prepare your returns and advise on how to invest any proceeds.

Unapproved Share Options

The least attractive type of option when you want to exercise and sell – but they are very quick and inexpensive to set up – so they still have a role to play, especially in smaller start-up businesses.

You will be liable to income tax when you exercise your options – whether or not you sell.

EMI Schemes

If your employer set up such a scheme on your behalf then you will benefit because you will only pay capital gains tax not income tax.

If you are an employer then we can help set up an EMI scheme – including preparing all the legal documentation and HMRC share valuations.