Share Plans: Co-Sourcing

If you are looking after share plans in-house, are there times when you wish you had more time or more people to help? Perhaps you have regular events, such as an annual option award becoming exercisable, and you don’t have the manpower or expertise to run the project inhouse? Maybe your share plan expert is on maternity leave and you would benefit from having some professional assistance. MM&K Share Plan Administration can provide you with an extra, and safe, pair of hands year after year.

As ever, the Co-Sourced Share Plan services we offer are very flexible – here are a few examples:

  • Executive/discretionary plan grants/awards: we can help you get all the paperwork out and collate any responses;
  • Executive/discretionary plan maturity/vesting: we can arrange for paperwork to be sent out ahead of the relevant date, collate responses, and work with your broker and/or Trustee to arrange for any share sales to be completed;
  • Year end reporting and HMRC annual returns – we can work with your records to help you fulfill your reporting requirements.

If you have a task you’d like some help with, please contact our share plan administration team to discuss.